Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › WOW Logistics
WOW Logistics 401(k)
- Transportation and warehousing
- Neenah, WI
- EIN 39-2000702
- 1 plan with Schedule H financials
- Plan year 2024
- WOW Logistics Co
- filed as WOW Logistics Company
Total assets, end of year · WOW Logistics Company 401(k) Plan · plan year 2024
$21,545,946
503 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250728094200NAL0000764259001, received 2025-07-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728094200NAL0000764259001, received 2025-07-28
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-28.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 503
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250728094200NAL0000764259001, received 2025-07-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728094200NAL0000764259001, received 2025-07-28
Administrative expenses per participant
$68.39
Higher than 20% of the 25,098 plans $10 to 50M that report it.
Source
= $34,399 / 503
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250728094200NAL0000764259001, received 2025-07-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728094200NAL0000764259001, received 2025-07-28
Administrative expenses as a share of assets
0.160%
Higher than 29% of the 25,132 plans $10 to 50M that report it.
Source
= $34,399 / $21,545,946
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250728094200NAL0000764259001, received 2025-07-28
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250728094200NAL0000764259001, received 2025-07-28
Employer contributions per participant
$1,450
Higher than 31% of the 24,050 plans $10 to 50M that report it.
Source
= $729,381 / 503
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250728094200NAL0000764259001, received 2025-07-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728094200NAL0000764259001, received 2025-07-28
Employer share of total contributions
20.7%
Higher than 26% of the 24,084 plans $10 to 50M that report it.
Source
= $729,381 / $3,530,076
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250728094200NAL0000764259001, received 2025-07-28
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250728094200NAL0000764259001, received 2025-07-28
Plan terms, as stated in WOW Logistics Co's SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 2R participant brokerage window · 3B · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250728094200NAL0000764259001, received 2025-07-28
Full record, WOW Logistics Company 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | WOW LOGISTICS COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Plan name | WOW LOGISTICS COMPANY 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Sponsor EIN / plan number | 39-2000702 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Sponsor location | NEENAH, WI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Industry (business code) | 493100, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Filing received | 2025-07-28 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Participants, beginning of year | 556 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Active participants | 416 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Participants, end of year | 521 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Participants with an account balance | 503 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Total assets, beginning of year | $17,896,733 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Total assets, end of year | $21,545,946 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Net assets, end of year | $21,545,946 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Total income | $6,282,808 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Net income | $3,649,213 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Employer contributions | $729,381 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Participant contributions | $2,376,770 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Other contributions (incl. rollovers) | $423,925 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Total contributions | $3,530,076 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Benefit payments | $2,599,196 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Total expenses (incl. benefit payments) | $2,633,595 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Total administrative expenses | $34,399 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Recordkeeping fees | $0 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Investment advisory and management fees | $34,399 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Held in common/collective trusts | $16,085,366 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Held in mutual funds | $4,947,709 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250728094200NAL0000764259001, received 2025-07-28 |
| Independent auditor | CLIFTONLARSONALLEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250728094200NAL0000764259001, received 2025-07-28 |
Position = column in the DOL layout for form year 2024. Filing 20250728094200NAL0000764259001, received 2025-07-28.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | INVESTMENT MGMT | 28 Investment management | $22,561 | no |
| WORLD INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $11,838 | no |
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250728094200NAL0000764259001, received 2025-07-28.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $17,896,733 | $21,545,946 | 20.4% |
| Participants with a balance | 513 | 503 | -1.9% |
| Administrative expenses | $1,746 | $34,399 | 1870.2% |
| Recordkeeping fees per participant | $0.08 | not reported | |
| Employer contributions | $86,193 | $729,381 | 746.2% |
Prior filing 20240814084944NAL0019641840001, received 2024-08-14; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: WOW LOGISTICS COMPANY; SEC registrant: WOW Logistics Co (CIK 1589137, matched by EIN).