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

> Wendel, LLC's 401(k) plan: 327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wendel, LLC

- **Sponsor EIN:** 352461920

- **Sponsor Address:** 375 ESSJAY RD STE 200, WILLIAMSVILLE, NY, 142215789

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

- **Total Participants:** 327

- **Total Assets:** $45.1M

## 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|327|$45.1M|$849,415|$2.5M|

| 2023|307|$38.7M|$622,381|$2.2M|

| 2022|274|$32.3M|$579,885|$2.0M|

## 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|

| CETERA INVESTMENT ADVISERS LLC|INVESTMENT ADVISOR|$59,387|—|$59,387|

| EMPOWER LIFE & ANNUITY INSURANCE CO|RECORDKEEPER|$46,126|—|$46,126|

| FREED MAXICK|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $105,513

- **Estimated Expense Ratio:** 0.234% 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|$105,675|$59,549|—|—|—|

| 2023|$50,790|$50,790|—|—|—|

| 2022|$73,688|—|$73,688|—|—|

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