# Woolpert, INC. 401(k) Plan
Source: https://planprovider.pro/companies/woolpert-inc-401k-plan

> Woolpert, INC.'s 401(k) plan: 1,794 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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