Plan Snapshot
- Plan Sponsor: Wmk INC
- Sponsor EIN: 311502439
- Sponsor Address: 4199 KINROSS LAKES PKWY STE 300, RICHFIELD, OH, 44286
- Plan Type: 401(k)
- Total Participants: 1,805
- Total Assets: $62.0M
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 | 1,805 | $62.0M | $1.1M | $6.9M |
| 2023 | 1,495 | $51.2M | $1.6M | $6.8M |
| 2022 | 1,322 | $39.7M | $1.8M | $5.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $194,643 | $21,606 | $300 | — | — |
| 2023 | $154,779 | $13,562 | — | — | — |
| 2022 | $156,122 | $13,891 | — | — | — |