# Wayne Brothers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wayne-brothers-inc-401k-plan

> Wayne Brothers, INC.'s 401(k) plan: 620 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wayne Brothers, INC.

- **Sponsor EIN:** 561496059

- **Sponsor Address:** 357 CONCRESCERE PARKWAY, DAVIDSON, NC, 28036

- **Plan Type:** 401(k)

- **Total Participants:** 620

- **Total Assets:** $27.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|620|$27.4M|$1.2M|$2.5M|

| 2023|507|$21.6M|$976,901|$1.9M|

| 2022|456|$16.6M|$833,863|$1.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$22,532|—|$22,532|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$14,278|—|$14,278|

| GREERWALKER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GREERWALKER LLP](https://planprovider.pro/provider/greerwalker-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $36,810

- **Estimated Expense Ratio:** 0.135% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$36,810|$22,532|—|—|—|

| 2023|$29,060|$17,441|—|—|—|

| 2022|$29,626|—|—|—|—|

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