# Wilson Partners Ii, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wilson-partners-ii-llc-401k-plan

> Wilson Partners Ii, LLC's 401(k) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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