Plan Snapshot
- Plan Sponsor: Wilbur-Ellis Holdings, INC.
- Sponsor EIN: 462652182
- Sponsor Address: 4582 S. ULSTER ST, DENVER, CO, 80237
- Plan Type: 401(k)
- Total Participants: 2,889
- Total Assets: $398.0M
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 | 2,889 | $398.0M | $9.8M | $21.9M |
| 2023 | 3,013 | $362.8M | $7.8M | $22.4M |
| 2022 | 3,259 | $324.7M | $6.3M | $20.8M |
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 |
|---|---|---|---|---|
| HOOD & STRONG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOOD & STRONG, LLP — Auditor
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 | $236,685 | — | $900 | — | — |
| 2023 | $218,197 | — | — | — | — |
| 2022 | $273,244 | — | — | — | — |