Plan Snapshot
- Plan Sponsor: Wonder Porcelain Group, LLC
- Sponsor EIN: 473657458
- Sponsor Address: 5 WONDER LANE, LEBANON, TN, 37090
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 151 | $2.2M | $200,242 | $309,584 |
| 2023 | 224 | $2.3M | $251,521 | $392,772 |
| 2022 | 187 | $1.5M | $223,965 | $383,985 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $11,623 | — | $11,623 |
| SAGEVIEW ADVISORY GROUP LLC | Investment Advisor | $8,765 | — | $8,765 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- SAGEVIEW ADVISORY GROUP LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,388
- Estimated Expense Ratio: 0.929% 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 | $20,389 | $8,766 | — | — | — |
| 2023 | $13,557 | $6,615 | — | — | — |
| 2022 | $9,560 | — | — | — | — |