Plan Snapshot
- Plan Sponsor: The Wawanesa Mutual Insurance Co.
- Sponsor EIN: 952907897
- Plan Type: 401(k)
- Total Participants: 779
- Total Assets: $83.2M
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 | 779 | $83.2M | $2.4M | $4.0M |
| 2023 | 723 | $71.3M | $2.1M | $3.8M |
| 2022 | 792 | $59.3M | $2.1M | $3.9M |
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 INS CO OF AMERICA | INVESTMENT MGMT | $124,652 | — | $124,652 |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | BROKER/ADVISER | — | $82,623 | $82,623 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGER | $34,423 | — | $34,423 |
| ASCENSUS HOLDINGS INC. | CONTRACT ADMIN | $20,870 | — | $20,870 |
| HUTCHINSON & BLOODGOOD, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUTCHINSON & BLOODGOOD, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $262,568
- Estimated Expense Ratio: 0.316% 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 | $172,667 | — | $172,667 | — | — |
| 2023 | $136,677 | — | $136,396 | $281 | — |
| 2022 | $142,591 | — | — | — | $142,274 |