# Window Nation LLC 401(k) Plan
Source: https://planprovider.pro/companies/window-nation-llc-401k-plan

> Window Nation LLC's 401(k) plan: 748 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$110,505|—|$110,505|

| LPL FINANCIAL LLC|BROKER/ADVISER|—|$42,813|$42,813|

| WELLTH ADVISORY SERVICES LLC|INVESTMENT ADVISOR|$10,088|—|$10,088|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$8,080|—|$8,080|

| ENVESTNET RETIREMENT SOLUTIONS, LLC|OTHER|$6,680|—|$6,680|

| BSB PARTNERS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — BROKER/ADVISER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $178,166

- **Estimated Expense Ratio:** 1.152% 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|$135,353|$18,168|—|—|—|

| 2023|$99,419|$6,207|—|—|—|

| 2022|$80,530|—|$80,530|—|—|

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