Plan Snapshot
- Plan Sponsor: Wholesome International, LLC
- Sponsor EIN: 300750570
- Sponsor Address: 180 FORT COUCH ROAD, SUITE 150, PITTSBURGH, PA, 15241
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 54
- Total Assets: $17,812
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 54 | $17,812 | $472,083 | $48,715 |
| 2023 | 64 | $50,236 | $232,187 | $286,784 |
| 2022 | 56 | $148,344 | $329,840 | $125,000 |
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 |
|---|---|---|---|---|
| CMIA, INC. | Investment Advisor | $25,456 | — | $25,456 |
| THE BENECON GROUP | Investment Advisor | $23,838 | — | $23,838 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $6,527 | — | $6,527 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,821
- Estimated Expense Ratio: 313.390% 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 | $570,331 | — | — | — | — |
| 2023 | $621,621 | — | — | — | — |
| 2022 | $409,848 | — | — | — | — |