Plan Snapshot
- Plan Sponsor: Wish Farms, INC.
- Sponsor EIN: 593739152
- Sponsor Address: 2262 PIXIE WAY, PLANT CITY, FL, 33563
- Plan Type: 401(k)
- Total Participants: 261
- Total Assets: $11.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 261 | $11.1M | $431,693 | $849,282 |
| 2023 | 448 | $10.2M | $400,419 | $753,009 |
| 2022 | 513 | $9.0M | $402,564 | $754,155 |
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 |
|---|---|---|---|---|
| GARCIA & ORTIZ, P.A. | 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 | $52,825 | — | $52,825 | — | — |
| 2023 | $40,572 | — | $40,572 | — | — |
| 2022 | $11,329 | — | $11,329 | — | — |