Plan Snapshot
- Plan Sponsor: Wilson Electric Services Corp Esop
- Sponsor EIN: 753091289
- Sponsor Address: 600 E GILBERT DR, TEMPE, AZ, 852812021
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 692
- Total Assets: $261.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 692 | $261.8M | $9.5M | $0 |
| 2023 | 621 | $167.3M | $11.1M | $0 |
| 2022 | 533 | $90.9M | $5.5M | $0 |
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 |
|---|---|---|---|---|
| UBS | Investment Advisor | $70,979 | — | $70,979 |
| VENTURA TRUST COMPANY | Custodian / Trustee | $48,620 | — | $48,620 |
| PRINCIPAL FINANCIAL GROUP | Recordkeeper | $46,590 | — | $46,590 |
| SC&H GROUP INC | Other Service Provider | $18,500 | — | $18,500 |
| MASPERGER PATTERSON & MCMULLIN, PLC | Other Service Provider | $9,525 | — | $9,525 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $194,214
- Estimated Expense Ratio: 0.074% 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 | $196,772 | — | $46,591 | $9,525 | — |
| 2023 | $126,194 | — | $46,875 | $8,825 | — |
| 2022 | $126,231 | — | $98,612 | — | $16,000 |