Plan Snapshot
- Plan Sponsor: The Wireline Group, INC.
- Sponsor EIN: 870467486
- Sponsor Address: PO BOX 60018, MIDLAND, TX, 79711
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $10.7M
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 | 250 | $10.7M | $305,398 | $1.0M |
| 2023 | 239 | $9.8M | $289,380 | $863,242 |
| 2022 | 194 | $8.1M | $202,007 | $757,395 |
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 |
|---|---|---|---|---|
| CWM, LLC | INVESTMENT ADVISORY PLAN | $37,891 | — | $37,891 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $33,215 | — | $33,215 |
| NOVA 401(K) ASSOCIATES LP | RECORDKEEPER | $8,112 | $173 | $8,285 |
| GRANT, MILLMAN & JOHNSON, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CWM, LLC — INVESTMENT ADVISORY PLAN
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- GRANT, MILLMAN & JOHNSON, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,391
- Estimated Expense Ratio: 0.740% 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 | $80,237 | — | $80,237 | — | — |
| 2023 | $61,928 | — | $61,928 | — | — |
| 2022 | $59,376 | — | $59,376 | — | — |