Plan Snapshot
- Plan Sponsor: Woolpert, INC.
- Sponsor EIN: 201391406
- Sponsor Address: 4454 IDEA CENTER BLVD, DAYTON, OH, 45430
- Plan Type: 401(k)
- Total Participants: 1,794
- Total Assets: $247.8M
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 | 1,794 | $247.8M | $4.1M | $14.1M |
| 2023 | 1,632 | $186.7M | $3.4M | $11.0M |
| 2022 | 1,394 | $150.9M | $2.8M | $9.6M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $203,261 | — | $203,261 |
| FLAGEL, HUBER, FLAGEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FLAGEL, HUBER, FLAGEL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $203,261
- Estimated Expense Ratio: 0.082% 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 | $114,744 | — | — | — | — |
| 2023 | $38,004 | — | — | — | — |
| 2022 | $67,288 | — | — | — | — |