# Wilkin & Guttenplan, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/wilkin-guttenplan-p-c-401k-plan

> Wilkin & Guttenplan, P.C.'s 401(k) plan: 154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wilkin & Guttenplan, P.C.

- **Sponsor EIN:** 222612018

- **Sponsor Address:** 1200 TICES LANE, EAST BRUNSWICK, NJ, 08816

- **Plan Type:** 401(k)

- **Total Participants:** 154

- **Total Assets:** $36.3M

## 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|154|$36.3M|$556,653|$1.8M|

| 2023|132|$29.7M|$492,627|$1.5M|

| 2022|132|$25.5M|$484,279|$1.4M|

## 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|

| MENGEL, METZGER BARR & CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MENGEL, METZGER BARR & CO. LLP](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## 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|$82,915|$58,213|—|—|—|

| 2023|$74,324|$15,947|—|—|—|

| 2022|$87,561|$56,112|$15,310|—|$16,139|

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