# Wholesale Supply Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wholesale-supply-group-inc-620981754-002

> Wholesale Supply Group, INC.'s 401(k) plan: 180 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wholesale Supply Group, INC.

- **Sponsor EIN:** 620981754

- **Sponsor Address:** 885 KEITH STREET NW, CLEVELAND, TN, 37311

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

- **Plan Number:** 002

- **Total Participants:** 180

- **Total Assets:** $7.3M

## 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|180|$7.3M|$49,406|$170,808|

| 2023|172|$6.5M|$48,516|$176,111|

| 2022|151|$5.6M|$45,084|$169,791|

## 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|

| RAY M. DONOHOO|Other Service Provider|$23,388|—|$23,388|

| EMPOWER ADVISORY GROUP, LLC|Investment Advisor|$6,835|—|$6,835|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,223

- **Estimated Expense Ratio:** 0.416% of plan assets

### 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|$6,835|—|$6,835|—|—|

| 2023|$5,672|$5,672|—|—|—|

| 2022|$4,403|—|$4,403|—|—|

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