Plan Snapshot
- Plan Sponsor: Wra, INC.
- Sponsor EIN: 942765386
- Sponsor Address: 2169 E FRANCISCO BLVD SUITE G, SAN RAFAEL, CA, 94901
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $19.0M
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 | 101 | $19.0M | $500,181 | $994,069 |
| 2023 | 93 | $18.1M | $494,618 | $1.0M |
| 2022 | 100 | $16.6M | $440,566 | $935,007 |
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 |
|---|---|---|---|---|
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $15,033 | $15,033 | — | — | — |
| 2023 | $7,783 | $7,783 | — | — | — |
| 2022 | $356 | — | $356 | — | — |