# Wp Citymd Bidco, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wp-citymd-bidco-llc-401k-plan

> Wp Citymd Bidco, LLC's 401(k) plan: 11,509 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Wp Citymd Bidco, LLC

- **Sponsor EIN:** 821318979

- **Sponsor Address:** 1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105

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

- **Total Participants:** 11,509

- **Total Assets:** $973.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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.|

| 2023|11,509|$973.2M|$32.0M|$74.5M|

| 2022|12,247|$787.8M|$32.9M|$65.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$1,626,890|—|$1,626,890|

| STRATEGIC ADVISORS, INC.|ADVISOR|$46,438|—|$46,438|

| SHUFRO ROSE AND CO LLC|CONSULTANT|$33,566|—|$33,566|

| WEALTH ENHANCEMENT ADVISORY SERVICE|CONSULTANT|$18,332|—|$18,332|

| WITHUMSMITH, BROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [SHUFRO ROSE AND CO LLC](https://planprovider.pro/provider/shufro-rose-and-co-llc) — CONSULTANT

- [WITHUMSMITH, BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,725,226

- **Estimated Expense Ratio:** 0.177% 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|

| 2023|$858,274|$23,219|$1,500|—|—|

| 2022|$383,359|$665|—|—|—|

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- [Village Practice Management Company, LLC](https://planprovider.pro/companies/village-practice-management-company-llc-401k-plan) — 17,015 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wp-citymd-bidco-llc-401k-plan)

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