Plan Snapshot
- Plan Sponsor: Wrh Realty Services, INC.
- Sponsor EIN: 204178395
- Sponsor Address: 100 3RD STREET, ST PETERSBURG, FL, 33701
- Plan Type: 401(k)
- Total Participants: 295
- Total Assets: $17.9M
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 | 295 | $17.9M | $447,764 | $1.5M |
| 2023 | 297 | $15.0M | $462,816 | $1.4M |
| 2022 | 280 | $12.7M | $380,516 | $1.2M |
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 |
|---|---|---|---|---|
| KELLY PARTNERS (FRS) ATTEST SERVICE | 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 | $95,725 | $39,012 | $56,713 | — | — |
| 2023 | $83,860 | $36,213 | $47,647 | — | — |
| 2022 | $76,819 | $32,816 | $44,003 | — | — |