# William Wallace Enterprises, INC D/B/A Wallace Lincoln Health & Welfare Plan
Source: https://planprovider.pro/companies/william-wallace-enterprises-inc-d-b-a-wallace-lincoln-651023153-507

> William Wallace Enterprises, INC D/B/A Wallace Lincoln's Health & Welfare plan: 273 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** William Wallace Enterprises, INC D/B/A Wallace Lincoln

- **Sponsor EIN:** 651023153

- **Sponsor Address:** 3801 SE FEDERAL HIGHWAY, STUART, FL, 349974944

- **Plan Type:** Health & Welfare

- **Plan Number:** 507

- **Total Participants:** 273

- **Total Assets:** $0

## 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|273|$0|$0|$0|

| 2023|279|$0|$0|$0|

| 2022|267|$0|$0|$0|

## 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|

| BLUE CROSS BLUE SHIELD OF FL|Recordkeeper|$245,054|$923|$245,977|

| DIGITAL INSURANCE LLC|Insurance Carrier|$124,986|—|$124,986|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $370,963

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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