# Wesley Willows 401(k) Plan
Source: https://planprovider.pro/companies/wesley-willows-corporation-401k-plan

> Wesley Willows's 401(k) plan: 342 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wesley Willows

- **Sponsor EIN:** 362540488

- **Sponsor Address:** 4141 N ROCKTON AVE, ROCKFORD, IL, 61103

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

- **Total Participants:** 342

- **Total Assets:** $6.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|342|$6.0M|$305,571|$596,061|

| 2023|300|$5.9M|$151,552|$435,628|

| 2022|315|$4.9M|$61,559|$189,975|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$16,148|—|$16,148|

| MORGAN STANLEY GLOBAL BA|INVESTMENT ADVISORY|$12,883|—|$12,883|

| MORGAN STANLEY GLOBAL|INVESTMENT ADVISORY|$5,316|—|$5,316|

| BENNING GROUP, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY GLOBAL BA](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISORY

- [MORGAN STANLEY GLOBAL](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISORY

- [BENNING GROUP, LLC](https://planprovider.pro/provider/benning-group-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,347

- **Estimated Expense Ratio:** 0.577% 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|$34,344|$18,196|$16,148|—|—|

| 2023|$28,012|$24,732|$3,280|—|—|

| 2022|$18,055|$18,055|—|—|—|

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