Plan Snapshot
- Plan Sponsor: Van Wagner Group, LLC
- Sponsor EIN: 471648255
- Sponsor Address: 800 THIRD AVENUE, 28TH FLOOR, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $37.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 160 | $37.1M | $579,720 | $1.2M |
| 2023 | 151 | $32.4M | $544,897 | $1.0M |
| 2022 | 129 | $27.7M | $463,180 | $915,155 |
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 |
|---|---|---|---|---|
| T. ROWE PRICE RPS, INC | RECORD KEEPER | $23,225 | — | $23,225 |
| ALLIANT INSURANCE SERVICES | INVESTMENT ADVISOR | $17,500 | — | $17,500 |
| LILLING & COMPANY LLP | AUDITOR | $14,135 | — | $14,135 |
| SENTINEL BENEFITS GROUP, LLC | INVESTMENT ADVISOR | $9,769 | — | $9,769 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LILLING & COMPANY LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,629
- Estimated Expense Ratio: 0.174% 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 | $64,629 | $17,500 | — | $14,135 | — |
| 2023 | $52,723 | $21,125 | — | — | — |
| 2022 | $53,672 | — | — | — | $53,672 |