Plan Snapshot
- Plan Sponsor: Wise Foods, INC.
- Sponsor EIN: 510370373
- Sponsor Address: 228 RASELY ST, BERWICK, PA, 186034533
- Plan Type: DB
- Total Participants: 159
- Total Assets: $21.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 159 | $21.4M | $0 | $0 |
| 2023 | 177 | $23.7M | $0 | $0 |
| 2022 | 193 | $24.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| SMITH ELLIOTT KEARNS & COMPANY, LLC | Auditor | $22,009 | — | $22,009 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH ELLIOTT KEARNS & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,009
- Estimated Expense Ratio: 0.103% 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 | $250,763 | $20,600 | $64,121 | — | — |
| 2023 | $356,133 | $66,051 | $75,521 | $22,009 | — |
| 2022 | $319,158 | $69,433 | $67,429 | — | $4,000 |