Plan Snapshot
- Plan Sponsor: Wpromote LLC
- Sponsor EIN: 824550413
- Sponsor Address: 101 CONTINENTAL BOULEVARD SUITE 150, EL SEGUNDO, CA, 90245
- Plan Type: 401(k)
- Total Participants: 726
- Total Assets: $45.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 726 | $45.5M | $1.5M | $5.5M |
| 2023 | 566 | $35.7M | $1.7M | $5.6M |
| 2022 | 687 | $25.0M | $1.7M | $5.8M |
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 | $150,158 | — | $150,158 |
| REGATTA CAPITAL GROUP LLC | FINANCIAL ADVISOR | $81,763 | — | $81,763 |
| GREEN HASSON & JANKS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GREEN HASSON & JANKS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $231,921
- Estimated Expense Ratio: 0.510% 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 | $231,921 | $81,763 | — | — | — |
| 2023 | $197,616 | $83,212 | — | — | — |
| 2022 | $184,129 | — | — | — | — |