Plan Snapshot
- Plan Sponsor: Wgi, INC.
- Sponsor EIN: 650271367
- Sponsor Address: 2035 VISTA PARKWAY, SUITE 100, WEST PALM BEACH, FL, 334112719
- Plan Type: 401(k)
- Total Participants: 497
- Total Assets: $57.8M
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 | 497 | $57.8M | $1.1M | $3.9M |
| 2023 | 541 | $50.8M | $1.1M | $4.0M |
| 2022 | 557 | $38.6M | $1.2M | $3.7M |
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 |
|---|---|---|---|---|
| PFK O'CONNOR DAVIES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PFK O'CONNOR DAVIES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $278,307 | $143,638 | $31,882 | — | — |
| 2023 | $230,456 | $113,425 | $117,031 | — | — |
| 2022 | $169,399 | $94,191 | $68,008 | — | $7,200 |