Plan Snapshot
- Plan Sponsor: Wheat'S Lawn & Custom Landscaping, INC.
- Sponsor EIN: 541431049
- Sponsor Address: 1108 INGLESIDE AVENUE, MCLEAN, VA, 22101
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 178 | $8.0M | $160,000 | $374,611 |
| 2023 | 171 | $7.0M | $160,618 | $388,436 |
| 2022 | 197 | $6.1M | $165,091 | $417,036 |
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 |
|---|---|---|---|---|
| KEITH LINDAHL CPA PLLC | 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 | $69,053 | $21,814 | $47,239 | — | — |
| 2023 | $62,737 | $18,287 | $44,450 | — | — |
| 2022 | $55,997 | $17,242 | $38,755 | — | — |