Plan Snapshot
- Plan Sponsor: Wendcentral Corp.
- Sponsor EIN: 161416070
- Sponsor Address: 27 CENTRAL AVE, CORTLAND, NY, 130452611
- Plan Type: 401(k)
- Total Participants: 882
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 882 | $14.3M | $64,776 | $447,498 |
| 2023 | 685 | $11.9M | $57,528 | $456,354 |
| 2022 | 724 | $12.0M | $70,736 | $518,401 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | REGISTERED INV. ADVISOR | $62,994 | — | $62,994 |
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — REGISTERED INV. ADVISOR
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,994
- Estimated Expense Ratio: 0.440% 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 | $107,245 | — | $34,892 | — | — |
| 2023 | $104,806 | — | $33,972 | — | — |
| 2022 | $110,952 | $64,460 | $35,217 | — | $11,275 |