Plan Snapshot
- Plan Sponsor: Wagner-Meinert, LLC
- Sponsor EIN: 453040924
- Sponsor Address: 7617 FREEDOM WAY, FORT WAYNE, IN, 46818
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 94 | $16.1M | $415,857 | $760,154 |
| 2023 | 135 | $13.8M | $357,122 | $712,862 |
| 2022 | 109 | $12.1M | $379,875 | $737,671 |
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 |
|---|---|---|---|---|
| SYM FINANCIAL ADVISORS | NONE | $48,306 | — | $48,306 |
| KT ADMINISTRATORS, LLC | NONE | $16,912 | — | $16,912 |
| KATZ, SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SYM FINANCIAL ADVISORS — NONE
- KATZ, SAPPER & MILLER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,218
- Estimated Expense Ratio: 0.406% 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 | $69,015 | $48,306 | — | — | — |
| 2023 | $58,008 | $44,821 | — | — | — |
| 2022 | $59,713 | — | — | — | $59,713 |