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

> The Widewaters Group INC.'s 401(k) plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Widewaters Group INC.

- **Sponsor EIN:** 161239842

- **Sponsor Address:** 5845 WIDEWATERS PARKWAY SUITE 100, EAST SYRACUSE, NY, 13057

- **Plan Type:** 401(k)

- **Total Participants:** 205

- **Total Assets:** $42.8M

## 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|205|$42.8M|$648,373|$1.7M|

| 2023|215|$38.8M|$715,749|$1.8M|

| 2022|508|$33.9M|$410,733|$2.2M|

## 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|

| SCHNEIDER DOWNS WEALTH MANAGEMENT|ADVISOR/INVESTMENT ADV|$39,068|—|$39,068|

| MORGAN STANLEY|INVESTMENT ADVISOR|$28,966|—|$28,966|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$22,714|—|$22,714|

| KATZ, SAPPER, & MILLER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KATZ, SAPPER, & MILLER, LLP](https://planprovider.pro/provider/katz-sapper-and-miller-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $90,748

- **Estimated Expense Ratio:** 0.212% 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|$90,748|$68,034|—|—|—|

| 2023|$65,260|$68,442|—|—|—|

| 2022|$73,156|—|—|—|—|

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