Plan Snapshot
- Plan Sponsor: Wiley Management, INC.
- Sponsor EIN: 020437733
- Sponsor Address: 2121 DOVER ROAD, EPSOM, NH, 03234
- Plan Type: 401(k)
- Total Participants: 409
- Total Assets: $2.9M
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 | 409 | $2.9M | $201,459 | $232,370 |
| 2023 | 409 | $2.4M | $201,694 | $227,515 |
| 2022 | 258 | $1.7M | $196,998 | $227,184 |
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 |
|---|---|---|---|---|
| TAWNEY PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TAWNEY PLLC — 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 | $1,900 | — | — | — | — |
| 2023 | $1,175 | — | — | — | — |
| 2022 | $1,582 | — | $1,582 | — | — |