# Wood Rodgers, INC 401(k) Plan
Source: https://planprovider.pro/companies/wood-rodgers-inc-401k-plan

> Wood Rodgers, INC's 401(k) plan: 331 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wood Rodgers, INC

- **Sponsor EIN:** 911762478

- **Sponsor Address:** 3301 C STREET, BUILDING 100-B, SACRAMENTO, CA, 958163300

- **Plan Type:** 401(k)

- **Total Participants:** 331

- **Total Assets:** $69.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|331|$69.9M|$1.1M|$4.0M|

| 2023|301|$61.0M|$1.1M|$3.6M|

| 2022|323|$49.8M|$1.1M|$3.6M|

## 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|

| CAPITAL PLANNING ADVISORS LLC|NONE|$92,778|—|$92,778|

| T ROWE PRICE RPS INC|NONE|$32,970|—|$32,970|

| CLIFTON LARSON ALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $125,748

- **Estimated Expense Ratio:** 0.180% 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|$125,600|—|—|—|—|

| 2023|$120,712|—|—|$14,175|—|

| 2022|$112,787|—|—|—|$88,739|

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