# Wk Holding Company, INC 401(k) Plan
Source: https://planprovider.pro/companies/wk-holding-company-inc-401k-plan

> Wk Holding Company, INC's 401(k) plan: 215 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — FINANCIAL ADVISOR

- [CAPITAL GROUP RETIREMENT PLAN SERVI](https://planprovider.pro/provider/capital-group) — RECORDKEEPER

- [TROUT CPA](https://planprovider.pro/provider/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|

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