# Woolrich, INC. DB Plan
Source: https://planprovider.pro/companies/woolrich-inc-plan-002

> Woolrich, INC.'s DB plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [MAHER DUESSELL](https://planprovider.pro/provider/maher-duessel) — 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|

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