Plan Snapshot
- Plan Sponsor: Wiginton Corporation
- Sponsor EIN: 591161350
- Sponsor Address: 699 AERO LANE, SANFORD, FL, 32771
- Plan Type: 401(k)
- Total Participants: 514
- Total Assets: $37.2M
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 | 514 | $37.2M | $496,644 | $2.7M |
| 2023 | 488 | $31.6M | $476,844 | $2.2M |
| 2022 | 455 | $27.4M | $227,888 | $2.0M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP | INVESTMENT ADVISOR | $58,138 | — | $58,138 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $28,151 | — | $28,151 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $9,198 | — | $9,198 |
| REHMANN ROBSON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,487
- Estimated Expense Ratio: 0.257% 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 | $95,487 | $9,198 | — | — | — |
| 2023 | $88,424 | $58,233 | — | — | — |
| 2022 | $84,862 | — | — | — | — |