Plan Snapshot
- Plan Sponsor: Wirtz Corporation
- Sponsor EIN: 361976810
- Sponsor Address: 333 N. MICHIGAN AVE SUITE 500, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $49.9M
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 | 323 | $49.9M | $1.2M | $3.5M |
| 2023 | 442 | $43.5M | $1.0M | $3.1M |
| 2022 | 298 | $39.4M | $253,065 | $2.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $67,419 | — | $67,419 |
| AYOTTE DECKER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AYOTTE DECKER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,419
- Estimated Expense Ratio: 0.135% 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 | $67,729 | — | — | — | — |
| 2023 | $66,613 | $7,616 | — | — | — |
| 2022 | $35,280 | — | $35,280 | — | — |