Plan Snapshot
- Plan Sponsor: Wight & Company
- Sponsor EIN: 362605840
- Sponsor Address: 2500 NORTH FRONTAGE ROAD, DARIEN, IL, 60561
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $38.6M
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 | 211 | $38.6M | $578,221 | $2.3M |
| 2023 | 208 | $34.7M | $541,120 | $2.1M |
| 2022 | 188 | $29.6M | $346,614 | $1.7M |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS, INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $87,434 | — | — | — | — |
| 2023 | $81,159 | $52,273 | $2,373 | — | — |
| 2022 | $75,610 | $52,438 | $21,647 | — | $1,525 |