Plan Snapshot
- Plan Sponsor: Wonolo INC.
- Sponsor EIN: 471657372
- Sponsor Address: 9450 SW GEMINI DR PMB 96809, BEAVERTON, OR, 97008
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $7.4M
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 | 83 | $7.4M | $242,480 | $959,722 |
| 2023 | 98 | $6.8M | $434,594 | $1.0M |
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 |
|---|---|---|---|---|
| THREE BELL CAPITAL LLC | Investment Advisor | $23,191 | — | $23,191 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $20,061 | — | $20,061 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,252
- Estimated Expense Ratio: 0.585% 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 | $43,252 | $23,191 | — | — | — |
| 2023 | $14,760 | $3,676 | — | — | — |