Plan Snapshot
- Plan Sponsor: Wise Plastics Technologies
- Sponsor EIN: 362887892
- Sponsor Address: 3810 STERN AVE, ST CHARLES, IL, 60174
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $10.8M
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 | 194 | $10.8M | $93,915 | $704,041 |
| 2023 | 205 | $9.5M | $102,517 | $753,122 |
| 2022 | 250 | $8.2M | $117,228 | $819,515 |
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 |
|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | INVESTMENT ADVISOR | $38,225 | — | $38,225 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $24,749 | — | $24,749 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $20,881 | — | $20,881 |
| MOWERY & SCHOENFELD LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOWERY & SCHOENFELD LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,855
- Estimated Expense Ratio: 0.775% 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 | $83,855 | $59,106 | — | — | — |
| 2023 | $74,775 | $32,947 | $18,299 | — | — |
| 2022 | $71,557 | — | $71,557 | — | — |