Plan Snapshot
- Plan Sponsor: Wonder Ice Cream, INC.
- Sponsor EIN: 942573217
- Sponsor Address: 2338 WALSH AVENUE, SANTA CLARA, CA, 95051
- Plan Type: DC
- Total Participants: 118
- Total Assets: $6.3M
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 | 118 | $6.3M | $0 | $0 |
| 2023 | 115 | $5.6M | $0 | $0 |
| 2022 | 106 | $4.9M | $200,000 | $0 |
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 |
|---|---|---|---|---|
| ROSBRUGH ACCOUNTANCY CORPORATION | ACCOUNTING | $19,170 | — | $19,170 |
| PUN GROUP | PLAN AUDIT | $9,000 | — | $9,000 |
| QUINTES | THIRD PARTY ADMINISTRATOR | $7,451 | — | $7,451 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PUN GROUP — PLAN AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,621
- Estimated Expense Ratio: 0.561% 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 | $35,621 | — | — | $9,000 | — |
| 2023 | $33,125 | — | — | $8,000 | — |
| 2022 | $39,611 | — | — | — | $39,611 |