Plan Snapshot
- Plan Sponsor: Wiley Companies
- Sponsor EIN: 311011840
- Sponsor Address: 545 WALNUT ST. P.O. BOX 640, COSHOCTON, OH, 43812
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $24.2M
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 | 225 | $24.2M | $1.7M | $673,667 |
| 2023 | 241 | $20.1M | $722,644 | $1.6M |
| 2022 | 233 | $15.7M | $693,521 | $1.6M |
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 |
|---|---|---|---|---|
| PACKER THOMAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PACKER THOMAS — 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 | $42,998 | — | $42,998 | — | — |
| 2023 | $40,371 | — | $40,371 | — | — |
| 2022 | $41,916 | $41,916 | — | — | — |