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

> Wdi, LLC's 401(k) plan: 236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wdi, LLC

- **Sponsor EIN:** 204213074

- **Sponsor Address:** 900 PROGRESS WAY, SUN PRAIRIE, WI, 53590

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

- **Total Participants:** 236

- **Total Assets:** $30.8M

## 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|236|$30.8M|$433,602|$889,452|

| 2023|250|$27.3M|$439,117|$939,783|

| 2022|248|$22.5M|$427,641|$907,905|

## 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|

| SVA CERTIFIED PUBLIC ACCOUNTANTS SC|Auditor|$11,750|—|$11,750|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,750

- **Estimated Expense Ratio:** 0.038% 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|$120,618|$103,457|—|$11,750|—|

| 2023|$108,074|$92,970|—|$11,000|—|

| 2022|$109,509|$95,659|—|—|$9,200|

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