Plan Snapshot
- Plan Sponsor: Wieland Designs, INC.
- Sponsor EIN: 351376321
- Sponsor Address: 901 EAST MADISON STREET, GOSHEN, IN, 46528
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 168
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 168 | $12.6M | $107,485 | $551,280 |
| 2023 | 184 | $12.1M | $126,346 | $539,112 |
| 2022 | 183 | $9.9M | $117,280 | $486,878 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $36,588 | — | $36,588 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $26,836 | — | $26,836 |
| FIFTH THIRD BANK | Investment Advisor | $18,842 | — | $18,842 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,266
- Estimated Expense Ratio: 0.652% 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 | $82,266 | $45,678 | — | — | — |
| 2023 | $72,440 | $41,518 | — | — | — |
| 2022 | $67,620 | — | $67,620 | — | — |