Plan Snapshot
- Plan Sponsor: Northwire, INC.
- Sponsor EIN: 391160795
- Sponsor Address: 110 PROSPECT WAY, OSCEOLA, WI, 54020
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 216
- Total Assets: $16.6M
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. |
|---|---|---|---|---|
| 2025 | 216 | $16.6M | $0 | $0 |
| 2024 | 158 | $14.3M | $276,410 | $812,226 |
| 2023 | 198 | $13.7M | $283,162 | $854,338 |
| 2022 | 206 | $11.6M | $323,604 | $862,982 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $36,989 | — | $36,989 |
| WEALTHSPIRE RETIREMENT ADVISORY | Investment Advisor | $36,098 | — | $36,098 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,087
- Estimated Expense Ratio: 0.441% 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 |
|---|---|---|---|---|---|
| 2025 | $1,213,910 | $36,098 | — | — | — |
| 2024 | $68,239 | $35,572 | — | — | — |
| 2023 | $55,957 | $29,522 | — | — | — |
| 2022 | $55,063 | $29,279 | $25,784 | — | — |