Plan Snapshot
- Plan Sponsor: Wilson Creek Energy, LLC
- Sponsor EIN: 383826202
- Sponsor Address: 1576 STOYSTOWN ROAD, FRIEDENS, PA, 155417402
- Plan Type: 401(k)
- Total Participants: 375
- Total Assets: $32.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 375 | $32.6M | $1.7M | $2.1M |
| 2023 | 423 | $30.7M | $1.6M | $2.0M |
| 2022 | 372 | $27.8M | $1.3M | $1.8M |
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 |
|---|---|---|---|---|
| STAMBAUGH NESS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STAMBAUGH NESS — Auditor
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 | $138,802 | — | $138,802 | — | — |
| 2023 | $117,446 | — | $117,446 | — | — |
| 2022 | $115,180 | — | $115,180 | — | — |