Plan Snapshot
- Plan Sponsor: The Wenger Group, INC.
- Sponsor EIN: 320477343
- Sponsor Address: 3050 HEMPLAND ROAD, LANCASTER, PA, 17601
- Plan Type: 401(k)
- Total Participants: 915
- Total Assets: $68.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 915 | $68.0M | $2.1M | $4.9M |
| 2023 | 855 | $60.2M | $1.4M | $3.4M |
| 2022 | 454 | $39.1M | $1.3M | $3.0M |
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 |
|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | INVESTMENT ADVISOR | $127,455 | — | $127,455 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $61,495 | — | $61,495 |
| MCKONLY & ASBURY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JANNEY MONTGOMERY SCOTT LLC — INVESTMENT ADVISOR
- MCKONLY & ASBURY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,950
- Estimated Expense Ratio: 0.278% 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 | $189,892 | $128,397 | — | — | — |
| 2023 | $21,299 | $20,774 | — | — | — |
| 2022 | $600 | — | — | — | — |