# Wb Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wb-holdings-inc-401k-plan

> Wb Holdings, INC.'s 401(k) plan: 359 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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