Plan Snapshot
- Plan Sponsor: Viwinco, INC.
- Sponsor EIN: 232222961
- Sponsor Address: 851 HEMLOCK ROAD, MORGANTOWN, PA, 19543
- Plan Type: 401(k)
- Total Participants: 367
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 367 | $8.2M | $308,905 | $836,826 |
| 2023 | 344 | $6.8M | $263,067 | $710,149 |
| 2022 | 359 | $6.4M | $223,101 | $589,431 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | BROKER/ADVISER | — | $14,503 | $14,503 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $5,711 | — | $5,711 |
| ARENA, SNYDER & DUNLAP, LLP | Auditor | $73 | — | $73 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — BROKER/ADVISER
- ARENA, SNYDER & DUNLAP, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,287
- Estimated Expense Ratio: 0.246% 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 | $5,784 | — | — | $73 | — |
| 2023 | $5,125 | — | — | — | — |
| 2022 | $3,588 | — | $3,588 | — | — |