Plan Snapshot
- Plan Sponsor: Wrbm, LLC Dba Western River Boat Management, INC.
- Sponsor EIN: 822517871
- Sponsor Address: 2308 S 4TH STREET, PADUCAH, KY, 42003
- Plan Type: 401(k)
- Total Participants: 284
- Total Assets: $13.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 284 | $13.8M | $601,309 | $1.1M |
| 2023 | 292 | $12.3M | $589,783 | $1.1M |
| 2022 | 298 | $10.2M | $581,712 | $994,769 |
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 |
|---|---|---|---|---|
| BLYTHE CPAS, PLLC | Auditor | — | — | $0 |
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 | $73,208 | $38,451 | — | — | — |
| 2023 | $58,463 | $39,526 | — | — | — |
| 2022 | $66,522 | $41,291 | $25,231 | — | — |