Plan Snapshot
- Plan Sponsor: G.A. Wintzer & Son Company
- Sponsor EIN: 344413817
- Sponsor Address: P.O. BOX 406, WAPAKONETA, OH, 45895
- Plan Type: DC
- Total Participants: 140
- Total Assets: $20.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 140 | $20.7M | $569,195 | $954,483 |
| 2023 | 145 | $18.7M | $467,713 | $969,895 |
| 2022 | 137 | $15.0M | $418,502 | $893,763 |
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 |
|---|---|---|---|---|
| JP MORGAN SECURITIES LLC | ADVISOR | $43,923 | — | $43,923 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $23,500 | — | $23,500 |
| STROH, JOHNSON & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN SECURITIES LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STROH, JOHNSON & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,423
- Estimated Expense Ratio: 0.326% 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 | $67,423 | $43,923 | — | — | — |
| 2023 | $81,453 | $37,070 | $1,200 | — | — |
| 2022 | $81,276 | — | — | — | — |