Plan Snapshot
- Plan Sponsor: Wfp Holdings, LLC
- Sponsor EIN: 475562545
- Sponsor Address: 343 MERCER ROAD, GREENVILLE, PA, 16125
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 99 | $10.5M | $219,480 | $396,288 |
| 2023 | 99 | $8.9M | $198,031 | $368,783 |
| 2022 | 91 | $7.3M | $185,089 | $360,866 |
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 |
|---|---|---|---|---|
| HILL, BARTH AND KING, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HILL, BARTH AND KING, LLC — 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 | $27,863 | — | $27,863 | — | — |
| 2023 | $20,643 | — | $20,643 | — | — |
| 2022 | $18,711 | — | — | — | $18,711 |