Plan Snapshot
- Plan Sponsor: Wilson & Company, INC., Engineers & Architects
- Sponsor EIN: 481176300
- Sponsor Address: 4401 MASTHEAD STREET, NE SUITE 150, ALBUQUERQUE, NM, 87109
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,009
- Total Assets: $124.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,009 | $124.7M | $0 | $0 |
| 2024 | 684 | $110.3M | $1.7M | $5.8M |
| 2023 | 643 | $96.1M | $1.6M | $5.1M |
| 2022 | 591 | $78.8M | $1.3M | $4.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $100,659 | — | $100,659 |
| PRIME CAPITAL INVESTMENT ADVISORS L | Investment Advisor | $60,000 | — | $60,000 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $14,506 | — | $14,506 |
| MOSS ADAMS LLP | Auditor | $11,301 | — | $11,301 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $186,466
- 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 |
|---|---|---|---|---|---|
| 2025 | $12,267,972 | $74,506 | — | $14,691 | — |
| 2024 | $164,358 | $74,312 | — | $14,126 | — |
| 2023 | $94,393 | $94,393 | — | — | — |
| 2022 | $183,433 | $153,149 | $25,631 | — | — |