# Wingate Management Company LLC 401(k) Plan
Source: https://planprovider.pro/companies/wingate-management-company-llc-401k-plan

> Wingate Management Company LLC's 401(k) plan: 781 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/gray-gray-and-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|—|—|—|

## Similar Plans

- [Beacon Residential Management Limited Partnership](https://planprovider.pro/companies/beacon-residential-management-lp-401k-plan) — 763 participants

- [Bp Management, L.P.](https://planprovider.pro/companies/bp-management-l-p-401k-plan) — 717 participants

- [Barkan Management Company, INC.](https://planprovider.pro/companies/barkan-management-company-inc-401k-plan) — 671 participants

- [Peabody Properties, INC.](https://planprovider.pro/companies/peabody-properties-inc-401k-plan) — 619 participants

- [Giri Hotel Management LLC](https://planprovider.pro/companies/giri-hotel-management-llc-401k-plan) — 552 participants

- [Cummings Properties, LLC](https://planprovider.pro/companies/cummings-properties-llc-401k-plan) — 551 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wingate-management-company-llc-401k-plan)

© 2026 PlanProvider.Pro