Plan Snapshot
- Plan Sponsor: Wilson Warehouse Company, INC.
- Sponsor EIN: 720548491
- Sponsor Address: 2400 SORREL AVENUE, BATON ROUGE, LA, 70802
- Plan Type: DC
- Total Participants: 134
- Total Assets: $5.6M
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 | 134 | $5.6M | $1,527 | $303,859 |
| 2023 | 145 | $4.8M | $0 | $269,155 |
| 2022 | 124 | $3.9M | $0 | $255,291 |
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 |
|---|---|---|---|---|
| HANNIS T. BOURGEOIS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HANNIS T. BOURGEOIS, LLP — 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 | $426,652 | — | $23,050 | — | — |
| 2023 | $193,725 | — | $19,291 | — | — |
| 2022 | $19,998 | — | — | — | — |