# Worzalla, INC. DC Plan
Source: https://planprovider.pro/companies/worzalla-inc-390722190-003

> Worzalla, INC.'s DC plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Worzalla, INC.

- **Sponsor EIN:** 390722190

- **Sponsor Address:** 3535 JEFFERSON STREET, STEVENS POINT, WI, 544814379

- **Plan Type:** DC

- **Plan Number:** 003

- **Total Participants:** 194

- **Total Assets:** $45.9M

## 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|194|$45.9M|$0|$0|

| 2023|307|$40.9M|$0|$0|

| 2022|307|$44.2M|$1.8M|$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|

| MORGAN STANLEY|Investment Advisor|$116,429|—|$116,429|

| GRANT THORNTON|Auditor|$50,000|—|$50,000|

| WARNER NORCROSS|ERISA Attorney|$11,700|—|$11,700|

| COMSTOCK VALUATION ADVISORS|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — Investment Advisor

- [WARNER NORCROSS](https://planprovider.pro/provider/warner-norcross-judd-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $183,129

- **Estimated Expense Ratio:** 0.399% 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|$223,845|$116,429|—|$50,000|—|

| 2023|$74,341|—|—|$26,000|—|

| 2022|—|—|—|—|—|

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