Plan Snapshot
- Plan Sponsor: Fort Wayne Wire Die, INC.
- Sponsor EIN: 350799416
- Sponsor Address: 2424 AMERICAN WAY, FORT WAYNE, IN, 468093098
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $21.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 86 | $21.5M | $233,337 | $417,675 |
| 2023 | 93 | $19.7M | $273,289 | $490,790 |
| 2022 | 90 | $16.6M | $268,773 | $508,105 |
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 |
|---|---|---|---|---|
| SYM FINANCIAL ADVISORS | Investment Advisor | $43,269 | — | $43,269 |
| KT ADMINISTRATORS, LLC | Other Service Provider | $19,344 | — | $19,344 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SYM FINANCIAL ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,613
- 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 | $68,091 | $43,269 | — | — | — |
| 2023 | $53,019 | $37,412 | — | — | — |
| 2022 | $54,585 | — | — | — | $54,585 |