Plan Snapshot
- Plan Sponsor: Woltz & Wind Ford, INC.
- Sponsor EIN: 251353793
- Sponsor Address: 2100 WASHINGTON PIKE, HEIDELBERG, PA, 15106
- Plan Type: DC
- Total Participants: 142
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 142 | $13.0M | $190,167 | $619,555 |
| 2023 | 141 | $11.4M | $174,161 | $597,863 |
| 2022 | 139 | $9.9M | $178,805 | $579,111 |
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 | $38,952 | — | — | — | — |
| 2023 | $66,406 | — | — | — | — |
| 2022 | $63,706 | — | — | — | $63,706 |