# Wiley & Wilson, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wiley-wilson-inc-401k-plan

> Wiley & Wilson, INC.'s 401(k) plan: 186 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — NONE

- [BROWN, EDWARDS & COMPANY, L.L.P](https://planprovider.pro/provider/brown-edwards-and-company-llp) — 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|—|—|—|—|

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