Plan Snapshot
- Plan Sponsor: Wexco Incorporated
- Sponsor EIN: 232441123
- Sponsor Address: 1081 TRAIL CREEK DRIVE, REDMOND, OR, 97756
- Plan Type: DC
- Total Participants: 0
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $2.7M | $0 | $0 |
| 2023 | 0 | $4.3M | $0 | $0 |
| 2022 | 1 | $10.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| TI-TRUST | Custodian / Trustee | $47,500 | $41,500 | $89,000 |
| MCKONLY & ASBURY | Auditor | $12,480 | — | $12,480 |
| ASCENSUS | Recordkeeper | $9,244 | — | $9,244 |
| COMSTOCK ADVISORS | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY — Auditor
- ASCENSUS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,724
- Estimated Expense Ratio: 4.256% 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 | $115,724 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |