Plan Snapshot
- Plan Sponsor: Wenger Manufacturing, LLC
- Sponsor EIN: 480644991
- Sponsor Address: 714 MAIN STREET, SABETHA, KS, 66534
- Plan Type: 401(k)
- Total Participants: 381
- Total Assets: $86.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 381 | $86.7M | $1.9M | $3.1M |
| 2023 | 300 | $57.6M | $1.4M | $2.2M |
| 2022 | 306 | $48.9M | $1.5M | $2.6M |
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 |
|---|---|---|---|---|
| BMG CERTIFIED PUBLIC ACCOUNTANTS | Auditor | $45,500 | — | $45,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,500
- Estimated Expense Ratio: 0.052% 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 | $400,186 | $99,180 | $203,216 | $45,500 | — |
| 2023 | $248,563 | $69,062 | $149,176 | — | — |
| 2022 | $256,837 | $69,941 | $131,606 | — | $55,290 |