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

> Wedgewood, LLC's 401(k) plan: 307 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wedgewood, LLC

- **Sponsor EIN:** 320474995

- **Sponsor Address:** 2015 MANHATTAN BEACH BLVD. #100, REDONDO BEACH, CA, 90278

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

- **Total Participants:** 307

- **Total Assets:** $29.7M

## 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|307|$29.7M|$964,431|$2.3M|

| 2023|365|$26.4M|$991,453|$2.5M|

| 2022|400|$20.0M|$1.2M|$2.8M|

## 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|

| PENSION ASSURANCE LLP|Auditor|$7,677|—|$7,677|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$7,370|—|$7,370|

| WILSHIRE ASSOCIATES INC (USA)|RIA|$5,703|—|$5,703|

### Verified Provider Profiles

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [WILSHIRE ASSOCIATES INC (USA)](https://planprovider.pro/provider/john-hancock) — RIA

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,750

- **Estimated Expense Ratio:** 0.070% 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|$214,009|$5,704|$178,249|$7,677|—|

| 2023|$181,357|$11,120|$141,148|$22,349|—|

| 2022|$131,441|$10,378|$121,063|—|—|

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