Plan Snapshot
- Plan Sponsor: Wilberts INC.
- Sponsor EIN: 161462160
- Sponsor Address: 1272 SALT RD STE 1, WEBSTER, NY, 14580
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 156 | $12.0M | $501,986 | $676,264 |
| 2023 | 152 | $9.4M | $450,130 | $598,118 |
| 2022 | 136 | $6.9M | $371,776 | $529,136 |
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 |
|---|---|---|---|---|
| HEVERON & COMPANY CPAS PLLC | 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 | $51,278 | $25,502 | — | — | — |
| 2023 | $29,615 | $21,436 | — | — | — |
| 2022 | $26,513 | — | — | — | — |