Plan Snapshot
- Plan Sponsor: Wheeling Island Gaming, INC.
- Sponsor EIN: 161333214
- Sponsor Address: 250 DELAWARE AVENUE, BUFFALO, NY, 142022014
- Plan Type: 401(k)
- Total Participants: 734
- Total Assets: $28.7M
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 | 734 | $28.7M | $2.0M | $752,298 |
| 2023 | 709 | $26.1M | $2.0M | $673,859 |
| 2022 | 637 | $22.7M | $2.0M | $577,846 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | RETAINED BY EMPLOYER | $104,935 | — | $104,935 |
| MORGAN STANLEY SMITH BARNEY LLC | RETAINED BY EMPLOYER | $7,000 | — | $7,000 |
| TRONCONI & SEGARRA & ASSOCIATES | Auditor | $3,500 | — | $3,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SVCS — RETAINED BY EMPLOYER
- MORGAN STANLEY SMITH BARNEY LLC — RETAINED BY EMPLOYER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,435
- Estimated Expense Ratio: 0.403% 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 | $115,435 | $7,000 | $104,935 | $3,500 | — |
| 2023 | $121,092 | $7,000 | $107,592 | $6,500 | — |
| 2022 | $119,713 | $7,000 | $107,513 | — | $5,200 |