Plan Snapshot
- Plan Sponsor: Wow Logistics Company
- Sponsor EIN: 392000702
- Sponsor Address: 1450 MCMAHON DRIVE, NEENAH, WI, 54956
- Plan Type: 401(k)
- Total Participants: 416
- Total Assets: $21.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 416 | $21.5M | $729,381 | $2.4M |
| 2023 | 420 | $17.9M | $86,193 | $319,514 |
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 |
|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | INVESTMENT MGMT | $22,561 | — | $22,561 |
| WORLD INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $11,838 | — | $11,838 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,399
- Estimated Expense Ratio: 0.160% 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 | $34,399 | $34,399 | — | — | — |
| 2023 | $1,746 | $1,707 | — | — | — |