# Worley Warehousing, INC. 401(k) Plan
Source: https://planprovider.pro/companies/worley-warehousing-inc-421103477-001

> Worley Warehousing, INC.'s 401(k) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Worley Warehousing, INC.

- **Sponsor EIN:** 421103477

- **Sponsor Address:** 10020 ATLANTIC DR SW, CEDAR RAPIDS, IA, 524049173

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

- **Plan Number:** 001

- **Total Participants:** 140

- **Total Assets:** $13.7M

## 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|140|$13.7M|$265,266|$448,784|

| 2023|157|$12.5M|$274,437|$420,386|

| 2022|173|$10.6M|$272,906|$382,049|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$42,491|—|$42,491|

| WELLS FARGO CLEARING SERVICES LLC|Investment Advisor|—|$26,009|$26,009|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,500

- **Estimated Expense Ratio:** 0.501% 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|$42,491|—|$42,491|—|—|

| 2023|$53,775|—|$53,775|—|—|

| 2022|$64,527|—|$64,527|—|—|

## Similar Plans

- [Geier & Geier INC.](https://planprovider.pro/companies/geier-geier-inc-832814651-001) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/worley-warehousing-inc-421103477-001)

© 2026 PlanProvider.Pro