Plan Snapshot
- Plan Sponsor: Wideorbit LLC
- Sponsor EIN: 943339060
- Sponsor Address: 100 PARK AVENUE, SUITE 2805, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 585
- Total Assets: $91.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 585 | $91.8M | $0 | $0 |
| 2024 | 339 | $81.4M | $1.2M | $4.8M |
| 2023 | 369 | $69.8M | $1.5M | $5.5M |
| 2022 | 476 | $59.7M | $1.6M | $5.6M |
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 |
|---|---|---|---|---|
| WELLTH ADVISORY SERVICES, LLC | Other Service Provider | $7,500 | — | $7,500 |
| BAKER TILLY/ MOSS ADAMS | Auditor | $6,615 | — | $6,615 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,115
- Estimated Expense Ratio: 0.015% 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 |
|---|---|---|---|---|---|
| 2025 | $8,509,167 | — | — | $6,615 | — |
| 2024 | -$67,522 | — | $300 | — | — |
| 2023 | -$59,893 | — | — | — | — |
| 2022 | -$52,714 | — | — | — | — |