# Wt Transfer Holding Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wt-transfer-holding-company-llc-401k-plan

> Wt Transfer Holding Company, LLC's 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/brown-rogers-and-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|—|—|

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