# Woolf Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/woolf-holdings-llc-401k-plan

> Woolf Holdings, LLC's 401(k) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Woolf Holdings, LLC

- **Sponsor EIN:** 993807950

- **Sponsor Address:** 1625 W LAKE SHORE DR, WOODSTOCK, IL, 60098

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

- **Total Participants:** 165

- **Total Assets:** $10.8M

## 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|165|$10.8M|$0|$717,409|

## 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|

| PROSPERA FINANCIAL SERVICES, INC|INVESTMENT/FINANCIAL ADVI|$50,970|—|$50,970|

| ADP, INC.|RECORD KEEPER|$28,029|—|$28,029|

| PORTE BROWN LLC|ACCOUNTANT|$13,200|—|$13,200|

| DS INVESTMENT ADVISORS LLC|INVESTMENT/FINANCIAL ADVI|$9,241|—|$9,241|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [PORTE BROWN LLC](https://planprovider.pro/provider/porte-brown-llc) — ACCOUNTANT

- [DS INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/ds-investment-advisors) — INVESTMENT/FINANCIAL ADVI

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $101,440

- **Estimated Expense Ratio:** 0.940% 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|$71,336|$43,306|—|—|—|

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