# Wilmorite Management Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wilmorite-management-group-llc-401k-plan

> Wilmorite Management Group, LLC's 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$31,681|—|$31,681|

| DAVIE KAPLAN CPA PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [DAVIE KAPLAN CPA PC](https://planprovider.pro/provider/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:** $31,681

- **Estimated Expense Ratio:** 0.150% 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|$225,193|$145,512|—|—|—|

| 2023|$228,763|$145,285|—|—|—|

| 2022|$236,442|$148,671|—|—|—|

## Similar Plans

- [Riverbay Corporation](https://planprovider.pro/companies/riverbay-corporation-plan-003) — 313 participants

- [Royal Realty Corporation](https://planprovider.pro/companies/royal-realty-corporation-401k-plan) — 324 participants

- [Ashcroft Capital, LLC](https://planprovider.pro/companies/ashcroft-capital-llc-401k-plan) — 379 participants

- [Rose Associates, INC.](https://planprovider.pro/companies/rose-associates-inc-401k-plan) — 381 participants

- [Capital Realty Group INC](https://planprovider.pro/companies/capital-realty-group-inc-401k-plan) — 405 participants

- [National Property Management Associates, INC.](https://planprovider.pro/companies/national-property-management-a-401k-plan) — 427 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wilmorite-management-group-llc-401k-plan)

© 2026 PlanProvider.Pro