Plan Snapshot
- Plan Sponsor: Wb Holdings, INC.
- Sponsor EIN: 391676059
- Sponsor Address: 6487 HIGHWAY 175, ALLENTON, WI, 53002
- Plan Type: 401(k)
- Total Participants: 359
- Total Assets: $34.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 359 | $34.7M | $359,441 | $1.2M |
| 2023 | 387 | $31.9M | $393,166 | $1.2M |
| 2022 | 437 | $28.7M | $393,445 | $1.2M |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC. | BROKER/ADVISO R | — | $68,628 | $68,628 |
| BLUE CHIP RETIRMENT PLANS, INC. | TPA-CONTRACT ADMIN | $13,258 | $10,000 | $23,258 |
| EMPOWER ANNUITY INS. CO OF AMERICA | RECORDKEEPER | $18,486 | — | $18,486 |
| EMPOWER ADVISORY GROUP,LLC | INVESTMENT MGMT | $10,162 | — | $10,162 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,534
- Estimated Expense Ratio: 0.347% 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 | $35,803 | — | $17,253 | — | — |
| 2023 | $23,234 | — | $12,647 | — | — |
| 2022 | $22,330 | — | $22,330 | — | — |