Plan Snapshot
- Plan Sponsor: Woolrich, INC.
- Sponsor EIN: 240765400
- Sponsor Address: PO BOX 138, 33 BOARDMAN DRIVE, WOOLRICH, PA, 17779
- Plan Type: DB
- Total Participants: 3
- Total Assets: $19.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3 | $19.3M | $1.8M | $0 |
| 2023 | 4 | $21.3M | $1.8M | $0 |
| 2022 | 6 | $21.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| BUCK GLOBAL LLC | NONE | $140,962 | — | $140,962 |
| FIDELITY INST ASSET MGMT TRUST CO | NONE | $140,000 | — | $140,000 |
| MATRIX TRUST COMPANY | NONE | $41,030 | — | $41,030 |
| MAHER DUESSELL | NONE | $10,500 | — | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATRIX TRUST COMPANY — NONE
- MAHER DUESSELL — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $332,492
- Estimated Expense Ratio: 1.724% 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 | $861,719 | $140,000 | — | $10,500 | — |
| 2023 | $679,857 | $36,858 | — | $8,000 | — |
| 2022 | $690,657 | $68,664 | — | — | $154,827 |