Plan Snapshot
- Plan Sponsor: Wyffels Hybrids, INC.
- Sponsor EIN: 362837014
- Sponsor Address: 13344 U.S. HIGHWAY 6, GENESEO, IL, 61254
- Plan Type: 401(k)
- Total Participants: 275
- Total Assets: $43.1M
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 | 275 | $43.1M | $867,125 | $2.1M |
| 2023 | 233 | $38.5M | $759,940 | $1.8M |
| 2022 | 227 | $32.9M | $738,251 | $1.7M |
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 |
|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | NONE | $65,017 | — | $65,017 |
| NAVIGATE RETIREMENT SOLUTIONS | NONE | $40,949 | — | $40,949 |
| FIDELITY INVESTMENTS | NONE | $19,767 | — | $19,767 |
| BT & CO., P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — NONE
- FIDELITY INVESTMENTS — NONE
- BT & CO., P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,733
- Estimated Expense Ratio: 0.292% 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 | $125,733 | $40,949 | — | — | — |
| 2023 | $106,559 | $34,249 | — | — | — |
| 2022 | $104,932 | $34,043 | — | — | — |