Plan Snapshot
- Plan Sponsor: Wightman & Associates, INC.
- Sponsor EIN: 381962190
- Sponsor Address: 2303 PIPESTONE ROAD, BENTON HARBOR, MI, 49022
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $30.3M
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 | 206 | $30.3M | $608,426 | $1.4M |
| 2023 | 179 | $25.5M | $517,738 | $1.2M |
| 2022 | 160 | $19.3M | $453,218 | $1.0M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PPLC | 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 | $43,220 | — | — | — | — |
| 2023 | $32,578 | — | — | — | — |
| 2022 | $30,356 | — | $30,356 | — | — |