# Wirtz Holding Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wirtz-holding-company-inc-401k-plan

> Wirtz Holding Company, INC.'s 401(k) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wirtz Holding Company, INC.

- **Sponsor EIN:** 461663335

- **Sponsor Address:** PERSONAL AND CONFIDENTIAL 1105 24TH, PORT HURON, MI, 480604849

- **Plan Type:** 401(k)

- **Total Participants:** 116

- **Total Assets:** $16.6M

## 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|116|$16.6M|$397,344|$680,706|

| 2023|121|$18.1M|$640,217|$736,879|

| 2022|120|$17.0M|$398,155|$668,708|

## 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|

| CAPFINANCIAL PARTNERS LLC|INVESTMENT ADVISOR|$47,174|—|$47,174|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$5,908|—|$5,908|

| COHEN & COMPANY LTD|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $53,082

- **Estimated Expense Ratio:** 0.320% 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|$56,742|$49,823|—|—|—|

| 2023|$92,556|$55,492|—|—|—|

| 2022|$35,888|—|$35,888|—|—|

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