# Wendys Of Bowling Green, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wendys-of-bowling-green-inc-401k-plan

> Wendys Of Bowling Green, INC.'s 401(k) plan: 1,276 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, 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$117,342|—|$117,342|

| TRINITY PENSION CONSULTANTS, INC.|TPA|$58,065|$360|$58,425|

| FORVIS|AUDIT|$21,912|—|$21,912|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [FORVIS](https://planprovider.pro/provider/forvis-mazars-llp) — AUDIT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $197,679

- **Estimated Expense Ratio:** 2.076% 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|$137,240|—|$137,240|—|—|

| 2023|$47,304|—|$47,304|—|—|

| 2022|$36,673|—|$36,673|—|—|

## Similar Plans

- [Franchise Management, LLC](https://planprovider.pro/companies/franchise-management-llc-401k-plan) — 1,043 participants

- [Paul Burrell Management, INC.](https://planprovider.pro/companies/paul-burrell-management-inc-401k-plan) — 376 participants

- [Fazoli'S Restaurant Group, INC.](https://planprovider.pro/companies/fazoli-s-restaurant-group-inc-401k-plan) — 363 participants

- [Yum Brands, INC.](https://planprovider.pro/companies/yum-brands-inc-plan-333) — 2,196 participants

- [Yum Brands, INC.](https://planprovider.pro/companies/yum-brands-inc-401k-plan) — 22,667 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wendys-of-bowling-green-inc-401k-plan)

© 2026 PlanProvider.Pro