Plan Snapshot
- Plan Sponsor: Wiers Farm, INC.
- Sponsor EIN: 341342768
- Sponsor Address: 4465 STATE ROAD ROUTE 103, WILLARD, OH, 44890
- Plan Type: 401(k)
- Total Participants: 352
- Total Assets: $7.0M
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 | 352 | $7.0M | $61,067 | $403,837 |
| 2023 | 361 | $7.2M | $78,384 | $451,235 |
| 2022 | 317 | $6.2M | $105,628 | $597,838 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $45,264 | — | $45,264 | — | — |
| 2023 | $42,274 | $42,274 | — | — | — |
| 2022 | $42,409 | — | — | — | $42,409 |