# Wilson Dow Group, INC. DC Plan
Source: https://planprovider.pro/companies/wilson-dow-group-inc-plan

> Wilson Dow Group, INC.'s DC plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wilson Dow Group, INC.

- **Sponsor EIN:** 364121958

- **Sponsor Address:** 311 N GREEN ST, CHICAGO, IL, 60607

- **Plan Type:** DC

- **Total Participants:** 105

- **Total Assets:** $19.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|105|$19.5M|$464,359|$1.2M|

| 2023|101|$16.9M|$479,746|$1.3M|

| 2022|96|$13.9M|$427,274|$1.1M|

## 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|

| MERRILL LYNCH|INVESTMENT ADVISOR|$47,650|—|$47,650|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$30,228|—|$30,228|

| DOEREN MAYHEW ASSURANCE|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISOR

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

- [DOEREN MAYHEW ASSURANCE](https://planprovider.pro/provider/doeren-mayhew-assurance) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $77,878

- **Estimated Expense Ratio:** 0.400% 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|$77,878|—|—|—|—|

| 2023|$1,222,484|—|$27,209|—|—|

| 2022|$1,730,558|—|$39,997|—|—|

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