# Wheat Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wheat-holdings-llc-401k-plan-001-6202

> Wheat Holdings, LLC's 401(k) plan: 423 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wheat Holdings, LLC

- **Sponsor EIN:** 203846202

- **Sponsor Address:** 1025 S 700 W, SALT LAKE CITY, UT, 84104

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

- **Total Participants:** 423

- **Total Assets:** $3.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|423|$3.7M|$0|$0|

| 2023|449|$4.0M|$0|$0|

| 2022|212|$2.6M|$0|$0|

## 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|

| TANNER LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TANNER LLC](https://planprovider.pro/provider/tanner-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|$32,456|$14,103|$18,353|—|—|

| 2023|$45,894|$28,718|$17,176|—|—|

| 2022|$22,050|$12,362|$9,688|—|—|

## Similar Plans

- [Morning Light Hospitality Co.](https://planprovider.pro/companies/morning-light-hospitality-co-401k-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wheat-holdings-llc-401k-plan-001-6202)

© 2026 PlanProvider.Pro