# Wgm Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wgm-group-inc-810382876-001

> Wgm Group, INC.'s 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wgm Group, INC.

- **Sponsor EIN:** 810382876

- **Sponsor Address:** 1111 E. BROADWAY, MISSOULA, MT, 59802

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 102

- **Total Assets:** $19.1M

## 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|102|$19.1M|$1.1M|$887,961|

| 2023|109|$16.6M|$1.1M|$892,669|

| 2022|109|$12.7M|$373,662|$823,946|

## 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|

| ACEC RETIREMENT TRUST|Other Service Provider|$25,602|—|$25,602|

| EMPOWER ADVISORY GROUP, LLC|Investment Advisor|$7,563|—|$7,563|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $33,165

- **Estimated Expense Ratio:** 0.173% 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|$35,737|$7,563|—|—|—|

| 2023|$31,545|$6,321|—|—|—|

| 2022|$24,409|—|$24,409|—|—|

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