Plan Snapshot
- Plan Sponsor: Wolverine Fuels, LLC
- Sponsor EIN: 200469162
- Sponsor Address: 9815 SOUTH MONROE ST., STE 203, SANDY, UT, 84070
- Plan Type: 401(k)
- Total Participants: 930
- Total Assets: $89.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 930 | $89.1M | $4.0M | $5.2M |
| 2023 | 763 | $79.0M | $3.6M | $4.6M |
| 2022 | 771 | $65.8M | $3.4M | $4.4M |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS,P.C. | Auditor | $15,000 | — | $15,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.017% 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 | -$4,933 | $48,010 | $1,500 | $15,000 | — |
| 2023 | $10,700 | $48,437 | $2,100 | — | — |
| 2022 | $3,915 | $37,440 | — | — | — |