Plan Snapshot
- Plan Sponsor: Wilkie Trucking, INC.
- Sponsor EIN: 222865203
- Sponsor Address: 316 BORRELLI BOULEVARD, PAULSBORO, NJ, 08066
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 29
- Total Assets: $25,126
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 29 | $25,126 | $400,496 | $0 |
| 2023 | 28 | $13,288 | $283,897 | $76,801 |
| 2022 | 51 | $57,716 | $293,649 | $38,462 |
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 |
|---|---|---|---|---|
| ONEDIGITAL (PHILADELPHIA) | Investment Advisor | $14,391 | — | $14,391 |
| THE BENECON GROUP, LLC | Investment Advisor | $11,156 | — | $11,156 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,547
- Estimated Expense Ratio: 101.676% 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 | $391,071 | — | — | — | — |
| 2023 | $300,133 | — | — | — | — |
| 2022 | $394,317 | — | — | — | — |