# Wagner Equipment Co. 401(k) Plan
Source: https://planprovider.pro/companies/wagner-equipment-co-401k-plan

> Wagner Equipment Co.'s 401(k) plan: 1,733 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$114,702|—|$114,702|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $114,702

- **Estimated Expense Ratio:** 0.041% 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|$114,703|—|$114,703|—|—|

| 2023|$124,766|—|$124,766|—|—|

| 2022|$117,955|—|$117,955|—|—|

## Similar Plans

- [Motion And Flow Control Products, INC.](https://planprovider.pro/companies/motion-and-flow-control-products-inc-401k-plan) — 597 participants

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