Plan Snapshot
- Plan Sponsor: John Wiesner, INC.
- Sponsor EIN: 741849677
- Sponsor Address: 1645 I-45 NORTH, CONROE, TX, 77304
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $12.5M
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 | 172 | $12.5M | $188,566 | $774,158 |
| 2023 | 169 | $11.3M | $212,968 | $844,373 |
| 2022 | 181 | $10.4M | $227,801 | $877,986 |
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 |
|---|---|---|---|---|
| MELTON & MELTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MELTON & MELTON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $5,100 | — | $4,305 | — | — |
| 2023 | $5,845 | $1,006 | — | — | — |
| 2022 | $7,283 | $2,393 | $4,890 | — | — |