Plan Snapshot
- Plan Sponsor: G.A. Wintzer & Son Company
- Sponsor EIN: 344413817
- Sponsor Address: P.O. BOX 406, WAPAKONETA, OH, 45895
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 133
- Total Assets: $268,371
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 133 | $268,371 | $1.4M | $352,301 |
| 2023 | 113 | $1.3M | $1.5M | $332,468 |
| 2022 | 121 | $2.2M | $2.1M | $285,095 |
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 |
|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST | Other Service Provider | $84,400 | — | $84,400 |
| ALLIED BENEFIT SYSTEMS | Other Service Provider | $54,484 | — | $54,484 |
| SHARX, LLC | Other Service Provider | $36,229 | — | $36,229 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $13,412 | — | $13,412 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,525
- Estimated Expense Ratio: 70.248% 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 | $198,339 | — | $198,339 | — | — |
| 2023 | $157,881 | — | $157,881 | — | — |
| 2022 | $83,969 | — | — | — | $83,969 |