Plan Snapshot
- Plan Sponsor: Wt Transfer Holding Company, LLC
- Sponsor EIN: 464363755
- Sponsor Address: 4190 S 48TH ST, SPRINGDALE, AR, 72762
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $6.1M
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 | 155 | $6.1M | $127,848 | $390,255 |
| 2023 | 160 | $4.9M | $117,054 | $352,824 |
| 2022 | 128 | $3.6M | $101,574 | $320,988 |
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 |
|---|---|---|---|---|
| STEPHEN INC. | INVESTMENT ADVISOR | $21,963 | — | $21,963 |
| BROWN ROGERS & CO LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN ROGERS & CO LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,963
- Estimated Expense Ratio: 0.360% 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 | $3,901 | $856 | $3,045 | — | — |
| 2023 | $1,628 | $3 | $1,625 | — | — |
| 2022 | $3,225 | — | $3,225 | — | — |