Plan Snapshot
- Plan Sponsor: Wmbe Payrolling INC
- Sponsor EIN: 800424690
- Sponsor Address: 3545 AERO COURT, SAN DIEGO, CA, 92123
- Plan Type: 401(k)
- Total Participants: 5,332
- Total Assets: $25.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 5,332 | $25.9M | $154,299 | $6.8M |
| 2023 | 5,904 | $19.9M | $109,679 | $5.7M |
| 2022 | 6,188 | $16.1M | $125,823 | $6.0M |
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 |
|---|---|---|---|---|
| MUN CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MUN CPAS, LLP — Auditor
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 | $189,832 | $64,791 | — | — | — |
| 2023 | $163,682 | $58,528 | — | — | — |
| 2022 | $138,468 | $48,446 | $90,022 | — | — |