Plan Snapshot
- Plan Sponsor: Wildman Business Group, LLC
- Sponsor EIN: 351349770
- Sponsor Address: 800 SOUTH BUFFALO STREET, WARSAW, IN, 465804710
- Plan Type: 401(k)
- Total Participants: 501
- Total Assets: $18.2M
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 | 501 | $18.2M | $1.0M | $1.5M |
| 2023 | 313 | $12.9M | $662,784 | $1.2M |
| 2022 | 299 | $9.8M | $622,070 | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $59,024 | — | $59,024 |
| SYM FINANCIAL CORPORATION | Investment Advisor | $52,498 | — | $52,498 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- SYM FINANCIAL CORPORATION — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,522
- Estimated Expense Ratio: 0.613% 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 | $111,522 | $52,498 | — | — | — |
| 2023 | $84,228 | $42,329 | — | — | — |
| 2022 | $78,763 | — | — | — | — |