# Wmk INC 401(k) Plan
Source: https://planprovider.pro/companies/wmk-inc-401k-plan

> Wmk INC's 401(k) plan: 1,805 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$133,037|—|$133,037|

| STRATEGIC ADVISORS, INC.|ADVISOR|$21,606|—|$21,606|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $154,643

- **Estimated Expense Ratio:** 0.249% 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|$194,643|$21,606|$300|—|—|

| 2023|$154,779|$13,562|—|—|—|

| 2022|$156,122|$13,891|—|—|—|

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