Plan Snapshot
- Plan Sponsor: William Wallace Enterprises, INC.
- Sponsor EIN: 651023153
- Sponsor Address: 3801 SE FEDERAL HIGHWAY, STUART, FL, 34997
- Plan Type: 401(k)
- Total Participants: 394
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 394 | $12.0M | $0 | $1.6M |
| 2023 | 345 | $10.0M | $0 | $1.6M |
| 2022 | 333 | $8.1M | $39 | $1.5M |
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 |
|---|---|---|---|---|
| THE AIMPOINT GROUP, LLC | THIRD PARTY ADMIN | — | $9,375 | $9,375 |
| CROWE LLP | SERVICE PROVIDER | $2,862 | — | $2,862 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,237
- Estimated Expense Ratio: 0.102% 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 | $33,853 | $6,498 | $24,695 | — | — |
| 2023 | $31,641 | $1,754 | $12,963 | $10,709 | — |
| 2022 | $30,308 | — | $30,308 | — | — |