Plan Snapshot
- Plan Sponsor: Wdc Acquisition LLC
- Sponsor EIN: 824907031
- Sponsor Address: 1746 COMMERCE RD, CRESTON, IA, 508018191
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $8.5M
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 | 290 | $8.5M | $791,753 | $647,778 |
| 2023 | 279 | $7.4M | $715,735 | $598,614 |
| 2022 | 281 | $6.2M | $753,332 | $621,967 |
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 |
|---|---|---|---|---|
| D.K. WEISS, HOLT & ASSOCIATES, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $67,692 | — | $67,692 | — | — |
| 2023 | $50,440 | — | $50,440 | — | — |
| 2022 | $47,544 | — | $47,544 | — | — |