Plan Snapshot
- Plan Sponsor: Wk Holding Company, INC
- Sponsor EIN: 113668289
- Sponsor Address: PO BOX 938, FORT SCOTT, KS, 66701
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $30.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 215 | $30.0M | $143,313 | $415,477 |
| 2023 | 214 | $26.7M | $157,545 | $412,191 |
| 2022 | 214 | $23.5M | $183,462 | $450,615 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | FINANCIAL ADVISOR | $53,584 | — | $53,584 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORDKEEPER | $10,540 | — | $10,540 |
| TROUT CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — FINANCIAL ADVISOR
- CAPITAL GROUP RETIREMENT PLAN SERVI — RECORDKEEPER
- TROUT CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,124
- Estimated Expense Ratio: 0.214% 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 | $68,224 | $53,584 | — | — | — |
| 2023 | $61,853 | $47,450 | — | — | — |
| 2022 | $63,714 | — | — | — | $63,714 |