Plan Snapshot
- Plan Sponsor: Norman Wright Mechanical Equipment Corp.
- Sponsor EIN: 942872220
- Sponsor Address: 99A SOUTH HILL DRIVE, BRISBANE, CA, 940051215
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $65.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 181 | $65.9M | $0 | $2.4M |
| 2023 | 187 | $60.0M | $0 | $2.4M |
| 2022 | 178 | $51.5M | $0 | $2.0M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $10,519 | — | $10,519 |
| APRIO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- APRIO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,519
- Estimated Expense Ratio: 0.016% 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 | $10,449 | — | — | — | — |
| 2023 | $5,702 | — | — | — | — |
| 2022 | $5,456 | — | — | — | — |