Plan Snapshot
- Plan Sponsor: Wilson Partners Ii, LLC
- Sponsor EIN: 743127886
- Sponsor Address: 2250 BUTTERFIELD, SUITE 210, TROY, MI, 48084
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 142 | $10.0M | $315,416 | $819,512 |
| 2023 | 146 | $8.3M | $307,779 | $771,241 |
| 2022 | 124 | $6.1M | $260,936 | $661,590 |
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 |
|---|---|---|---|---|
| CARNAGHI & SCHWARK PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $22,578 | — | $1,164 | — | — |
| 2023 | $6,095 | — | $4,595 | — | — |
| 2022 | $3,957 | — | $875 | — | $3,082 |