Plan Snapshot
- Plan Sponsor: Windquest Group, INC.
- Sponsor EIN: 382884003
- Sponsor Address: 201 MONROE AVE NW, GRAND RAPIDS, MI, 495032213
- Plan Type: 401(k)
- Total Participants: 1,018
- Total Assets: $78.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,018 | $78.7M | $3.0M | $7.2M |
| 2023 | 1,190 | $68.4M | $2.9M | $7.0M |
| 2022 | 1,220 | $52.3M | $2.6M | $6.6M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
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 | $279,926 | $76,951 | $202,975 | — | — |
| 2023 | $198,820 | $35,351 | $163,469 | — | — |
| 2022 | $189,337 | $43,824 | $145,513 | — | — |