Plan Snapshot
- Plan Sponsor: Wendys Of Bowling Green
- Sponsor EIN: 610888584
- Sponsor Address: 2501 CROSSINGS BLVD., BOWLING GREEN, KY, 42101
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 443
- Total Assets: $0
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 | 443 | $0 | $0 | $0 |
| 2023 | 446 | $0 | $0 | $0 |
| 2022 | 364 | $0 | $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 |
|---|---|---|---|---|
| JAS D COLLIER & CO. | Other Service Provider | $184,352 | — | $184,352 |
| LUCENT HEALTH SOLUTIONS LLC | Other Service Provider | $117,486 | — | $117,486 |
| CONNECTICUT GENERAL LIFE INS. | Other Service Provider | $95,573 | — | $95,573 |
| HEALTHJOY LLC | Other Service Provider | $38,887 | — | $38,887 |
| INNOVU LLC | Other Service Provider | $22,859 | — | $22,859 |
| NARUS HEALTH INC. CONCIERGE | Other Service Provider | $10,082 | — | $10,082 |
| INTERLINK CARE MANAGEMENT INC. | Other Service Provider | $8,411 | — | $8,411 |
| EMPLOYEE BENEFITS CORPORATION | Recordkeeper | $6,023 | — | $6,023 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE BENEFITS CORPORATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $483,673
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |