Plan Snapshot
- Plan Sponsor: Wendys Of Bowling Green, INC.
- Sponsor EIN: 610888584
- Sponsor Address: 2501 CROSSINGS BLVD., BOWLING GREEN, KY, 42101
- Plan Type: 401(k)
- Total Participants: 1,276
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,276 | $9.5M | $753,754 | $315,686 |
| 2023 | 1,232 | $7.9M | $268,932 | $709,145 |
| 2022 | 1,161 | $6.0M | $267,579 | $694,695 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $137,240 | — | $137,240 | — | — |
| 2023 | $47,304 | — | $47,304 | — | — |
| 2022 | $36,673 | — | $36,673 | — | — |