Plan Snapshot
- Plan Sponsor: Wharton-Smith, INC.
- Sponsor EIN: 592392802
- Sponsor Address: 750 MONROE ROAD, SANFORD, FL, 32771
- Plan Type: 401(k)
- Total Participants: 835
- Total Assets: $82.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 835 | $82.2M | $4.7M | $6.9M |
| 2023 | 695 | $67.5M | $3.7M | $5.8M |
| 2022 | 637 | $55.6M | $3.5M | $5.2M |
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 |
|---|---|---|---|---|
| ERIN PERDUE CPA, LLA | Auditor | — | — | $0 |
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 | $243,337 | $105,488 | — | — | — |
| 2023 | $204,420 | $86,588 | — | — | — |
| 2022 | $210,191 | $94,984 | $115,207 | — | — |