# G.A. Wintzer & Son Company DC Plan
Source: https://planprovider.pro/companies/g-a-wintzer-son-company-plan-003

> G.A. Wintzer & Son Company's DC plan: 140 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:** 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](https://planprovider.pro/provider/jp-morgan-asset-management) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STROH, JOHNSON & COMPANY LLP](https://planprovider.pro/provider/stroh-johnson-and-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|—|—|—|—|

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