# The Wenger Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-wenger-group-inc-401k-plan

> The Wenger Group, INC.'s 401(k) plan: 915 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/janney-montgomery-scott-llc) — INVESTMENT ADVISOR

- [MCKONLY & ASBURY LLP](https://planprovider.pro/provider/mckonly-and-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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-wenger-group-inc-401k-plan)

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