Plan Snapshot
- Plan Sponsor: Wilson Enterprises, INC.
- Sponsor EIN: 311582621
- Sponsor Address: 900 BUCKEYE PARK RD, COLUMBUS, OH, 43207
- Plan Type: 401(k)
- Total Participants: 229
- Total Assets: $1.8M
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 | 229 | $1.8M | $104,839 | $186,664 |
| 2023 | 383 | $7.9M | $430,670 | $694,500 |
| 2022 | 363 | $6.5M | $397,216 | $631,680 |
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 & CO LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO LLC — 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 | $29,749 | $22,217 | — | — | — |
| 2023 | $58,581 | $24,343 | — | — | — |
| 2022 | $50,924 | — | — | — | — |