Plan Snapshot
- Plan Sponsor: Wilsbach Distributors, INC.
- Sponsor EIN: 231422644
- Sponsor Address: 1977 OBERLIN RD, HARRISBURG, PA, 17111
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 98
- Total Assets: $470,628
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 | 98 | $470,628 | $1.8M | $193,811 |
| 2023 | 112 | $117,291 | $1.4M | $171,893 |
| 2022 | 98 | $78,291 | $1.3M | $139,735 |
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 |
|---|---|---|---|---|
| GUNN-MOWERY, LLC | Investment Advisor | $31,500 | — | $31,500 |
| THE BENECON GROUP, LLC | Investment Advisor | $19,441 | — | $19,441 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,941
- Estimated Expense Ratio: 10.824% 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 | $1,647,904 | — | — | — | — |
| 2023 | $1,500,838 | — | — | — | — |
| 2022 | $2,278,335 | — | — | — | — |