# Van Wagner Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/van-wagner-group-llc-401k-plan

> Van Wagner Group, LLC's 401(k) plan: 160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lilling-and-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|

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