Plan Snapshot
- Plan Sponsor: Wlr Management Company, INC.
- Sponsor EIN: 274133144
- Sponsor Address: 1313 ORCHARD WAY, FREDERICK, MD, 217036002
- Plan Type: 401(k)
- Total Participants: 468
- Total Assets: $4.6M
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 | 468 | $4.6M | $215,342 | $651,782 |
| 2023 | 415 | $3.6M | $225,172 | $574,923 |
| 2022 | 387 | $2.7M | $186,397 | $492,235 |
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 |
|---|---|---|---|---|
| GO TAX SERVICES LLC | 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 | $56,260 | — | $56,260 | — | — |
| 2023 | $44,806 | — | $44,806 | — | — |
| 2022 | $32,283 | — | $32,283 | — | — |