Plan Snapshot
- Plan Sponsor: Wilson Fire Equipment And Service Company, INC.
- Sponsor EIN: 741586815
- Sponsor Address: 7303 EMPIRE CENTRAL DRIVE, HOUSTON, TX, 77040
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 133 | $9.4M | $248,948 | $566,823 |
| 2023 | 121 | $8.0M | $164,146 | $509,412 |
| 2022 | 117 | $7.6M | $148,231 | $476,025 |
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 PIERCE FENNER SMITH | INVESTMENT ADVISOR | $25,140 | — | $25,140 |
| NOVA 401(K) ASSOCIATES | CONTRACT ADMIN | $4,422 | $4,043 | $8,465 |
| CROWE, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,605
- Estimated Expense Ratio: 0.357% 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 | $54,130 | $48,718 | $5,412 | — | — |
| 2023 | $46,374 | — | $46,374 | — | — |
| 2022 | $34,346 | $34,346 | — | — | — |