Plan Snapshot
- Plan Sponsor: Wish Automotive, INC.
- Sponsor EIN: 831348368
- Sponsor Address: 5425 VAN NUYS BLVD, SHERMAN OAKS, CA, 91401
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 146 | $1.9M | $0 | $519,567 |
| 2023 | 144 | $1.3M | $0 | $526,382 |
| 2022 | 151 | $854,047 | $0 | $527,684 |
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 |
|---|---|---|---|---|
| BERLINER & COMPANY | 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 | $30,814 | — | — | — | — |
| 2023 | $24,757 | — | $6,162 | — | — |
| 2022 | $10,758 | — | $10,758 | — | — |