Plan Snapshot
- Plan Sponsor: Wells Vehicle Electronics, L.P.
- Sponsor EIN: 473973893
- Sponsor Address: 385 W. ROLLING MEADOWS DRIVE, FOND DU LAC, WI, 54937
- Plan Type: 401(k)
- Plan Number: 100
- Total Participants: 0
- Total Assets: $18.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $18.2M | $0 | $0 |
| 2023 | 0 | $18.1M | $0 | $0 |
| 2022 | 0 | $17.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| OCTOBER THREE CONSULTING LLC | Other Service Provider | $113,376 | — | $113,376 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $112,999 | — | $112,999 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $226,375
- Estimated Expense Ratio: 1.243% 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 | $236,405 | — | — | — | — |
| 2023 | $191,755 | — | — | — | — |
| 2022 | $232,736 | $86,895 | — | — | $113,190 |