Plan Snapshot
- Plan Sponsor: Witte Brothers Exchange, INC.
- Sponsor EIN: 430715605
- Sponsor Address: 575 WITTE INDUSTRIAL COURT, TROY, MO, 63379
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 273
- Total Assets: $10.8M
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 | 273 | $10.8M | $118,084 | $687,658 |
| 2023 | 209 | $9.1M | $109,812 | $643,586 |
| 2022 | 243 | $8.2M | $119,737 | $692,604 |
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 |
|---|---|---|---|---|
| WITTE BROTHERS EXCHANGE, INC. | Other Service Provider | $13,280 | — | $13,280 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,280
- Estimated Expense Ratio: 0.123% 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 | $67,552 | $13,220 | $32,678 | $8,200 | — |
| 2023 | $65,075 | $21,804 | $20,631 | $8,200 | — |
| 2022 | $56,926 | — | $25,755 | — | — |