Plan Snapshot
- Plan Sponsor: Wholesale Supplies Plus, LLC
- Sponsor EIN: 431903627
- Sponsor Address: 7820 E. PLEASANT VALLEY RD, INDEPENDENCE, OH, 44131
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $3.8M
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 | 100 | $3.8M | $155,654 | $343,576 |
| 2023 | 96 | $3.2M | $137,601 | $312,361 |
| 2022 | 109 | $2.3M | $123,316 | $293,676 |
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 |
|---|---|---|---|---|
| COHEN & COMPANY, LTD. | 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 | $38,017 | $15,775 | $22,242 | — | — |
| 2023 | $31,918 | $11,257 | $20,661 | — | — |
| 2022 | $28,181 | $10,552 | $17,629 | — | — |