# Pgh Wong Engineering, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pgh-wong-engineering-inc-401k-plan

> Pgh Wong Engineering, INC.'s 401(k) plan: 286 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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