Plan Snapshot
- Plan Sponsor: Wiley & Wilson, INC.
- Sponsor EIN: 540922889
- Sponsor Address: 127 NATIONWIDE DRIVE, LYNCHBURG, VA, 245024272
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $94.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 186 | $94.4M | $3.8M | $2.1M |
| 2023 | 190 | $92.4M | $3.8M | $2.0M |
| 2022 | 174 | $84.2M | $3.5M | $1.8M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | NONE | $78,677 | — | $78,677 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $60,080 | — | $60,080 |
| BROWN, EDWARDS & COMPANY, L.L.P | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — NONE
- BROWN, EDWARDS & COMPANY, L.L.P — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,757
- Estimated Expense Ratio: 0.147% 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 | $130,052 | — | $130,052 | — | — |
| 2023 | $161,069 | — | — | — | — |
| 2022 | $174,828 | — | — | — | — |