# Wendys Of Bowling Green Health & Welfare Plan
Source: https://planprovider.pro/companies/wendys-of-bowling-green-610888584-502

> Wendys Of Bowling Green's Health & Welfare plan: 443 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wendys Of Bowling Green

- **Sponsor EIN:** 610888584

- **Sponsor Address:** 2501 CROSSINGS BLVD., BOWLING GREEN, KY, 42101

- **Plan Type:** Health & Welfare

- **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](https://planprovider.pro/provider/employee-fiduciary) — 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|—|—|—|—|—|

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