Plan Snapshot
- Plan Sponsor: Wagner Equipment Co.
- Sponsor EIN: 840703569
- Sponsor Address: 18000 SMITH ROAD, AURORA, CO, 800113511
- Plan Type: 401(k)
- Total Participants: 1,733
- Total Assets: $279.4M
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 | 1,733 | $279.4M | $11.4M | $14.0M |
| 2023 | 1,550 | $250.2M | $9.7M | $12.1M |
| 2022 | 1,432 | $215.1M | $8.8M | $10.9M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $114,703 | — | $114,703 | — | — |
| 2023 | $124,766 | — | $124,766 | — | — |
| 2022 | $117,955 | — | $117,955 | — | — |