Plan Snapshot
- Plan Sponsor: The Wrench Group
- Sponsor EIN: 811553691
- Sponsor Address: 1787 WILLIAMS DRIVE, MARIETTA, GA, 30066
- Plan Type: 401(k)
- Total Participants: 6,705
- Total Assets: $137.2M
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 | 6,705 | $137.2M | $4.1M | $23.1M |
| 2023 | 6,637 | $111.3M | $3.5M | $20.7M |
| 2022 | 5,772 | $81.4M | $3.1M | $17.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $419,448 | — | $419,448 |
| ERISA SERVICES, INC. | Other Service Provider | $290,675 | — | $290,675 |
| MARIETTA WEALTH MANAGEMENT | Other Service Provider | $172,315 | — | $172,315 |
| EMPOWER ADVISORY GROUP | Investment Advisor | $154,490 | — | $154,490 |
| ERISA SERVICES OF GEROGIA, LLC | Other Service Provider | $26,379 | — | $26,379 |
| SEAY & WESSINGER | Other Service Provider | $23,500 | — | $23,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,086,807
- Estimated Expense Ratio: 0.792% 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 | $1,451,875 | $484,001 | $317,055 | $23,500 | — |
| 2023 | $1,292,046 | $573,267 | $416,675 | $21,000 | — |
| 2022 | $785,513 | — | $785,513 | — | — |