Plan Snapshot
- Plan Sponsor: Wmh Solutions, INC.
- Sponsor EIN: 561595845
- Sponsor Address: 1515 SHOPTON ROAD, CHARLOTTE, NC, 28217
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $16.0M
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 | 214 | $16.0M | $209,442 | $760,963 |
| 2023 | 201 | $16.4M | $184,860 | $773,072 |
| 2022 | 195 | $14.0M | $191,821 | $742,437 |
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 |
|---|---|---|---|---|
| MCCANNON, ROGERS, DRISCOLL, & ASSOC | 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 | $51,776 | $22,972 | $14,263 | — | — |
| 2023 | $60,999 | $17,825 | $28,062 | $9,350 | — |
| 2022 | $62,491 | $9,892 | $40,837 | — | $11,762 |