# Wi Holdings INC. 401(k) Plan
Source: https://planprovider.pro/companies/wi-holdings-inc-201770400-502

> Wi Holdings INC.'s 401(k) plan: 81 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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