# Wdi Hospitality LLC 401(k) Plan
Source: https://planprovider.pro/companies/wdi-hospitality-llc-401k-plan

> Wdi Hospitality LLC's 401(k) plan: 271 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wdi Hospitality LLC

- **Sponsor EIN:** 651179298

- **Sponsor Address:** 3001 CAMERON BLVD, DURHAM, NC, 27705

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

- **Total Participants:** 271

- **Total Assets:** $7.5M

## 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|271|$7.5M|$227,066|$607,157|

| 2023|297|$6.7M|$170,216|$592,260|

| 2022|273|$6.1M|$71,812|$497,997|

## 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|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## 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|$79,913|—|$79,913|—|—|

| 2023|$52,148|—|$52,148|—|—|

| 2022|$50,928|—|—|—|—|

## Similar Plans

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- [Hospitality Ventures, LLC](https://planprovider.pro/companies/hospitality-ventures-llc-401k-plan) — 385 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wdi-hospitality-llc-401k-plan)

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