Plan Snapshot
- Plan Sponsor: Wolff Principal Holdings, L.P.
- Sponsor EIN: 464795773
- Sponsor Address: 6710 E. CAMELBACK RD., SUITE 200, SCOTTSDALE, AZ, 85251
- Plan Type: 401(k)
- Total Participants: 420
- Total Assets: $28.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 420 | $28.0M | $1.1M | $2.2M |
| 2023 | 392 | $22.4M | $1.1M | $2.2M |
| 2022 | 386 | $17.0M | $1.1M | $2.0M |
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 |
|---|---|---|---|---|
| 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 | $119,198 | $51,866 | $61,279 | — | — |
| 2023 | $88,679 | $38,666 | $45,613 | — | — |
| 2022 | $79,639 | $33,522 | $46,117 | — | — |