Plan Snapshot
- Plan Sponsor: Wilson Trailer Company
- Sponsor EIN: 420603090
- Sponsor Address: 4400 S LEWIS BOULEVARD, SIOUX CITY, IA, 511066300
- Plan Type: DC
- Total Participants: 210
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 210 | $11.9M | $535,504 | $387,498 |
| 2023 | 341 | $10.7M | $737,673 | $433,020 |
| 2022 | 347 | $9.1M | $598,360 | $342,479 |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $28,959 | — | $28,959 |
| INTELLICENTS INVESTMENT SOLUTIONS | NONE | $10,802 | — | $10,802 |
| HENJES CONNER & WILLIAMS PC | NONE | $9,700 | — | $9,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,461
- Estimated Expense Ratio: 0.416% 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 | $49,461 | $10,802 | — | $9,700 | — |
| 2023 | $60,424 | $9,032 | $26,867 | — | — |
| 2022 | $22,478 | $1,940 | — | — | — |