# H & M Wagner & Sons, INC. 401(k) Plan
Source: https://planprovider.pro/companies/h-m-wagner-sons-inc-401k-plan

> H & M Wagner & Sons, INC.'s 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** H & M Wagner & Sons, INC.

- **Sponsor EIN:** 520981891

- **Sponsor Address:** 7204 MAY WAGNER LANE, GLEN BURNIE, MD, 21061

- **Plan Type:** 401(k)

- **Total Participants:** 128

- **Total Assets:** $10.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|128|$10.4M|$0|$0|

| 2023|122|$8.2M|$0|$0|

## 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|

| BENEFIT AUDIT GROUP, LLC|Auditor|$22,400|—|$22,400|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BENEFIT AUDIT GROUP, LLC](https://planprovider.pro/provider/benefit-audit-group-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,400

- **Estimated Expense Ratio:** 0.216% 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|$72,992|$23,284|$13,375|$22,400|—|

| 2023|$60,056|$19,385|$11,274|—|$29,397|

## Similar Plans

- [Newborn Brothers Company, INC.](https://planprovider.pro/companies/newborn-brothers-company-inc-401k-plan) — 17 participants

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