# Word Of Life Fellowship, INC. 401(k) Plan
Source: https://planprovider.pro/companies/word-of-life-fellowship-inc-401k-plan

> Word Of Life Fellowship, INC.'s 401(k) plan: 308 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Word Of Life Fellowship, INC.

- **Sponsor EIN:** 135648615

- **Sponsor Address:** PO BOX 600, SCHROON LAKE, NY, 128700600

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

- **Total Participants:** 308

- **Total Assets:** $17.7M

## 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|308|$17.7M|$319,080|$956,684|

| 2023|300|$14.8M|$298,622|$857,287|

| 2022|268|$12.0M|$276,852|$800,981|

## 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|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$44,824|—|$44,824|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISOR|$24,962|—|$24,962|

| CAPIN CROUSE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $69,786

- **Estimated Expense Ratio:** 0.393% 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|$70,627|—|$70,627|—|—|

| 2023|$61,608|$20,056|$41,552|—|—|

| 2022|$58,625|$3,062|$55,563|—|—|

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