# Wilkie Trucking, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/wilkie-trucking-inc-222865203-501

> Wilkie Trucking, INC.'s Health & Welfare plan: 29 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wilkie Trucking, INC.

- **Sponsor EIN:** 222865203

- **Sponsor Address:** 316 BORRELLI BOULEVARD, PAULSBORO, NJ, 08066

- **Plan Type:** Health & Welfare

- **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|—|—|—|—|

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