# Wsf, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wsf-inc-401k-plan

> Wsf, INC.'s 401(k) plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wsf, INC.

- **Sponsor EIN:** 873316742

- **Sponsor Address:** 8550 CENTRAL SANDS ROAD, BANCROFT, WI, 54921

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

- **Total Participants:** 229

- **Total Assets:** $12.1M

## 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|229|$12.1M|$506,704|$971,004|

| 2023|243|$10.8M|$494,160|$1.0M|

## 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|

| MORNINGSTAR INVESTMENT MANAGEMENT|INVESTMENT ADVISOR|$6,803|—|$6,803|

| KERBERROSE S.C.|Auditor|$6,803|—|$6,803|

### Verified Provider Profiles

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

- [KERBERROSE S.C.](https://planprovider.pro/provider/kerberrose-sc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,606

- **Estimated Expense Ratio:** 0.113% 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|$9,343|—|—|$6,803|—|

| 2023|$8,531|$5,982|—|—|—|

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