Plan Snapshot
- Plan Sponsor: Woodson Wholesale, INC.
- Sponsor EIN: 741177629
- Sponsor Address: PO BOX 419, CALDWELL, TX, 778360419
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 123 | $7.4M | $243,693 | $431,048 |
| 2023 | 120 | $6.7M | $381,429 | $297,105 |
| 2022 | 116 | $6.3M | $259,077 | $352,242 |
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 |
|---|---|---|---|---|
| SEIDEL SCHROEDERHTTPS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SEIDEL SCHROEDERHTTPS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $26,698 | $4,089 | — | — | — |
| 2023 | $27,223 | $3,955 | — | — | — |
| 2022 | $26,418 | — | — | — | — |