Plan Snapshot
- Plan Sponsor: Wick Communications Co.
- Sponsor EIN: 860497096
- Sponsor Address: 333 WEST WILCOX DRIVE, SUITE 3, SIERRA VISTA, AZ, 85635
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $10.0M
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 | 242 | $10.0M | $0 | $483,144 |
| 2023 | 247 | $9.9M | $25,242 | $499,262 |
| 2022 | 278 | $8.5M | $22,502 | $617,008 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | NONE | $27,745 | — | $27,745 |
| NEWPORT GROUP CONSULTING | NONE | $6,010 | — | $6,010 |
| WAY, RAY AND SHELTON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WAY, RAY AND SHELTON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,755
- Estimated Expense Ratio: 0.336% 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 | $33,755 | — | $27,745 | — | — |
| 2023 | $32,714 | $5,000 | $27,714 | — | — |
| 2022 | $27,961 | $10,578 | $17,383 | — | — |