Plan Snapshot
- Plan Sponsor: Wi Holdings INC.
- Sponsor EIN: 201770400
- Sponsor Address: 225 WEST 2ND ST., BETHLEHEM, PA, 180151250
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 81
- Total Assets: $243,688
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. |
|---|---|---|---|---|
| 2025 | 81 | $243,688 | $0 | $0 |
| 2024 | 81 | $413,943 | $1.2M | $445,502 |
| 2023 | 87 | $66,677 | $1.0M | $394,800 |
| 2022 | 80 | $96,365 | $860,077 | $358,167 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $71,513 | — | $71,513 |
| BSI CORPORATE BENEFITS LLC | Investment Advisor | $51,019 | — | $51,019 |
| CAPITAL BLUECROSS | Other Service Provider | $29,688 | — | $29,688 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $152,220
- Estimated Expense Ratio: 62.465% 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 |
|---|---|---|---|---|---|
| 2025 | $1,771,349 | — | — | — | — |
| 2024 | $1,405,789 | — | — | — | — |
| 2023 | $1,334,409 | — | — | — | — |
| 2022 | $1,312,895 | — | — | — | — |