Plan Snapshot
- Plan Sponsor: Wjk Corporation
- Sponsor EIN: 364505254
- Sponsor Address: 601 OGDEN AVENUE, LISLE, IL, 60532
- Plan Type: 401(k)
- Total Participants: 331
- Total Assets: $20.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 331 | $20.6M | $0 | $794,295 |
| 2023 | 336 | $18.7M | $199,376 | $1.0M |
| 2022 | 480 | $15.6M | $0 | $1.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $50,603 | — | $50,603 |
| ALERA INVESTMENT ADVISORS, LLC | INVESTMENT ADVISORY | $38,360 | $5 | $38,365 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERA INVESTMENT ADVISORS, LLC — INVESTMENT ADVISORY
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,968
- Estimated Expense Ratio: 0.431% 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 | $88,613 | $38,360 | $50,253 | — | — |
| 2023 | $79,739 | $33,071 | $46,668 | — | — |
| 2022 | $74,053 | $33,160 | $40,893 | — | — |