Plan Snapshot
- Plan Sponsor: Woltz & Wind Ford, INC.
- Sponsor EIN: 251353793
- Sponsor Address: 2100 WASHINGTON PIKE, HEIDELBERG, PA, 151063373
- Plan Type: DB
- Total Participants: 140
- Total Assets: $11.5M
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 | 140 | $11.5M | $500,000 | $96,886 |
| 2023 | 140 | $10.8M | $500,000 | $99,917 |
| 2022 | 137 | $9.9M | $500,000 | $100,753 |
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 |
|---|---|---|---|---|
| R.D. HOAG & ASSOCIATES, LLC | 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 | $52,541 | — | $52,541 | — | — |
| 2023 | $48,107 | — | $48,107 | — | — |
| 2022 | $46,912 | — | $46,912 | — | — |