Plan Snapshot
- Plan Sponsor: Winegard Company
- Sponsor EIN: 420735567
- Sponsor Address: 3000 KIRKWOOD ST, BURLINGTON, IA, 52601
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $26.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 206 | $26.1M | $141,280 | $971,728 |
| 2023 | 255 | $28.2M | $157,830 | $1.1M |
| 2022 | 330 | $25.8M | $169,419 | $1.2M |
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 |
|---|---|---|---|---|
| MENKE & COMPANY | Auditor | $15,000 | — | $15,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.057% 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 | $23,549 | $8,955 | — | $15,000 | — |
| 2023 | $30,716 | $13,591 | — | $15,000 | — |
| 2022 | $28,876 | $9,932 | — | — | — |