Plan Snapshot
- Plan Sponsor: Window Nation LLC
- Sponsor EIN: 205084724
- Sponsor Address: 8110 MAPLE LAWN BLVD SUITE 335, FULTON, MD, 20759
- Plan Type: 401(k)
- Total Participants: 748
- Total Assets: $15.5M
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 | 748 | $15.5M | $518,455 | $3.2M |
| 2023 | 960 | $12.0M | $411,860 | $2.5M |
| 2022 | 546 | $8.6M | $363,703 | $2.0M |
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 |
|---|---|---|---|---|
| BSB PARTNERS | 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 | $135,353 | $18,168 | — | — | — |
| 2023 | $99,419 | $6,207 | — | — | — |
| 2022 | $80,530 | — | $80,530 | — | — |