# G.A. Wintzer & Son Company 401(k) Plan
Source: https://planprovider.pro/companies/g-a-wintzer-son-company-344413817-501

> G.A. Wintzer & Son Company's 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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