Plan Snapshot
- Plan Sponsor: Wilson Oil, INC.
- Sponsor EIN: 910873302
- Sponsor Address: 95 PANEL WAY, LONGVIEW, WA, 98632
- Plan Type: 401(k)
- Total Participants: 355
- Total Assets: $30.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 355 | $30.4M | $1.4M | $1.5M |
| 2023 | 367 | $27.4M | $1.4M | $1.4M |
| 2022 | 355 | $21.2M | $1.2M | $1.1M |
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 |
|---|---|---|---|---|
| VWC,P.S. | 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 | $123,779 | $73,655 | — | — | — |
| 2023 | $121,723 | $60,270 | — | $19,500 | — |
| 2022 | $116,629 | — | $116,629 | — | — |