# Wd Partners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wd-partners-inc-401k-plan

> Wd Partners, INC.'s 401(k) plan: 285 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wd Partners, INC.

- **Sponsor EIN:** 311451869

- **Sponsor Address:** 7007 DISCOVERY BOULEVARD, DUBLIN, OH, 43017

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

- **Total Participants:** 285

- **Total Assets:** $39.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|285|$39.7M|$755,023|$2.8M|

| 2023|288|$33.5M|$619,342|$2.4M|

| 2022|284|$25.8M|$551,060|$2.0M|

## 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|

| WHALEN & COMPANY CPAS|Auditor|$17,675|—|$17,675|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,675

- **Estimated Expense Ratio:** 0.045% 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|$74,547|$32,000|—|$17,675|—|

| 2023|$65,957|—|—|$11,959|—|

| 2022|$62,632|—|—|—|—|

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