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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | Recordkeeper | $15,392 | — | $15,392 |
| MERRILL LYNCH | Investment Advisor | $14,807 | — | $14,807 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $5,319 | — | $5,319 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — Recordkeeper
- MERRILL LYNCH — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,518
- Estimated Expense Ratio: 0.274% 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 | $38,952 | — | — | — | — |
| 2023 | $66,406 | — | — | — | — |
| 2022 | $63,706 | — | — | — | $63,706 |