Plan Snapshot
- Plan Sponsor: Ww Healthcare Consultants, LLC
- Sponsor EIN: 272327766
- Sponsor Address: P.O. BOX 1667, HICKORY, NC, 28603
- Plan Type: 401(k)
- Total Participants: 650
- Total Assets: $2.7M
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 | 650 | $2.7M | $0 | $232,091 |
| 2023 | 835 | $2.7M | $0 | $286,674 |
| 2022 | 707 | $2.4M | $0 | $336,407 |
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 |
|---|---|---|---|---|
| WALKER HEALTHCARE SERVICES GROUP | 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 | $21,310 | — | — | — | — |
| 2023 | $22,015 | — | — | — | — |
| 2022 | $24,164 | — | — | — | — |