Plan Snapshot
- Plan Sponsor: Wingate Management Company LLC
- Sponsor EIN: 202388094
- Sponsor Address: 100 WELLS AVENUE, NEWTON, MA, 02459
- Plan Type: 401(k)
- Total Participants: 781
- Total Assets: $29.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 781 | $29.6M | $372,299 | $2.1M |
| 2023 | 738 | $26.3M | $351,321 | $2.0M |
| 2022 | 676 | $21.6M | $324,038 | $1.8M |
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 |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES L | INVESTMENT ADVISOR | $37,367 | — | $37,367 |
| CBIZ BENEFITS & INS SERVICES INC | CONTRACT ADMIN | $30,902 | $4,167 | $35,069 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $25,055 | — | $25,055 |
| GRAY GRAY & GRAY, LLP | AUDITOR | $17,238 | — | $17,238 |
| GRAY, GRAY & GRAY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRAY, GRAY & GRAY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,729
- Estimated Expense Ratio: 0.388% 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 | $72,027 | — | $13,715 | — | — |
| 2023 | $34,142 | $34,142 | — | — | — |
| 2022 | $30,893 | $30,893 | — | — | — |