# William Wallace Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/william-wallace-enterprises-inc-401k-plan

> William Wallace Enterprises, INC.'s 401(k) plan: 394 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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