# Wells Brothers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wells-brothers-inc-401k-plan

> Wells Brothers, INC.'s 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wells Brothers, INC.

- **Sponsor EIN:** 311274234

- **Sponsor Address:** 105 SHUE DRIVE, ANNA, OH, 45302

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

- **Total Participants:** 133

- **Total Assets:** $15.9M

## 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|133|$15.9M|$419,408|$1.1M|

| 2023|174|$13.5M|$355,820|$1.1M|

| 2022|147|$11.0M|$353,682|$1.0M|

## 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|

| EVERHART FINANCIAL GROUP INC|INVESTMENT ADVISOR|—|$34,300|$34,300|

| CREATIVE RETIREMENT SYSTEMS, INC.|TPA|—|$7,123|$7,123|

| STROH JOHNSON COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EVERHART FINANCIAL GROUP INC](https://planprovider.pro/provider/everhart-advisors) — INVESTMENT ADVISOR

- [STROH JOHNSON COMPANY](https://planprovider.pro/provider/stroh-johnson-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $41,423

- **Estimated Expense Ratio:** 0.261% 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|$19,534|—|—|—|—|

| 2023|$13,655|—|—|—|—|

| 2022|$17,165|—|—|—|—|

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