Plan Snapshot
- Plan Sponsor: Pgh Wong Engineering, INC.
- Sponsor EIN: 942987905
- Sponsor Address: 182 2ND STREET SUITE 500, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $77.6M
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 | 286 | $77.6M | $3.6M | $4.2M |
| 2023 | 263 | $64.3M | $3.7M | $3.9M |
| 2022 | 267 | $51.5M | $3.6M | $3.7M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $78,993 | — | $78,993 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $30,509 | — | $30,509 |
| REDWITZ, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDWITZ, INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,502
- Estimated Expense Ratio: 0.141% 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 | $111,585 | $81,076 | — | — | — |
| 2023 | $64,436 | $55,752 | — | — | — |
| 2022 | $77,316 | $70,271 | — | — | — |