# Wilson Electric Services Corp Esop 401(k) Plan
Source: https://planprovider.pro/companies/wilson-electric-services-corp-esop-753091289-002

> Wilson Electric Services Corp Esop's 401(k) plan: 692 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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