# Wagner-Meinert, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wagner-meinert-llc-401k-plan

> Wagner-Meinert, LLC's 401(k) plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sym-financial-advisors) — NONE

- [KATZ, SAPPER & MILLER, LLP](https://planprovider.pro/provider/katz-sapper-and-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|

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