Plan Snapshot
- Plan Sponsor: Wilson Brown Motors INC
- Sponsor EIN: 232587790
- Sponsor Address: 1830 CARLISLE PIKE, HANOVER, PA, 17331
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 151 | $2.9M | $100,031 | $348,496 |
| 2023 | 147 | $2.6M | $25,000 | $367,522 |
| 2022 | 148 | $2.1M | $128,844 | $324,647 |
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 |
|---|---|---|---|---|
| BOYER & RITTER LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $43,553 | $18,800 | $11,022 | — | — |
| 2023 | $40,349 | $15,155 | $13,125 | — | — |
| 2022 | $33,144 | $12,745 | $13,267 | — | $7,132 |