Plan Snapshot
- Plan Sponsor: Wilmorite Management Group, LLC
- Sponsor EIN: 202391875
- Sponsor Address: 1265 SCOTTSVILLE ROAD, ROCHESTER, NY, 14624
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $21.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 136 | $21.2M | $287,451 | $818,810 |
| 2023 | 123 | $20.1M | $278,148 | $814,062 |
| 2022 | 113 | $23.3M | $271,958 | $756,458 |
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 |
|---|---|---|---|---|
| DAVIE KAPLAN CPA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVIE KAPLAN CPA PC — 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 | $225,193 | $145,512 | — | — | — |
| 2023 | $228,763 | $145,285 | — | — | — |
| 2022 | $236,442 | $148,671 | — | — | — |