Plan Snapshot
- Plan Sponsor: Wilderness Hotel & Resort, INC.
- Sponsor EIN: 391804611
- Sponsor Address: PO BOX 830, WISCONSIN DELLS, WI, 53965
- Plan Type: 401(k)
- Total Participants: 937
- Total Assets: $21.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 937 | $21.2M | $816,804 | $1.5M |
| 2023 | 859 | $17.4M | $753,975 | $1.3M |
| 2022 | 780 | $13.8M | $746,198 | $1.2M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK USA | RECORDKEEPER | $114,631 | $2,162 | $116,793 |
| PREMIER RETIREMENT PARTNERS | NONE | $9,940 | — | $9,940 |
| SVA CERTIFIED PUBLIC ACCOUNTANTS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK USA — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,733
- Estimated Expense Ratio: 0.597% 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 |
|---|---|---|---|---|---|
| 2024 | $124,571 | — | $9,940 | — | — |
| 2023 | $99,989 | — | $8,070 | — | — |
| 2022 | $89,353 | — | — | — | $89,353 |