Plan Snapshot
- Plan Sponsor: Wolfgang Operations, LLC
- Sponsor EIN: 461126031
- Sponsor Address: 110 TROOPER CT, YORK, PA, 17403
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 105
- Total Assets: $340,959
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 105 | $340,959 | $1.2M | $283,842 |
| 2023 | 97 | $520,978 | $1.1M | $323,525 |
| 2022 | 143 | $213,266 | $89,652 | $31,329 |
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 |
|---|---|---|---|---|
| ASSUREDPARTNERS (CENTRAL PA) | Investment Advisor | $43,791 | — | $43,791 |
| THE BENECON GROUP, LLC | Investment Advisor | $34,368 | — | $34,368 |
| CONNECTCARE3 | Other Service Provider | $7,329 | — | $7,329 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,488
- Estimated Expense Ratio: 25.073% 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 | $71,941 | — | $71,941 | — | — |
| 2023 | $90,365 | — | $90,365 | — | — |
| 2022 | $8,520 | — | — | — | $8,520 |