# Wittenbach Business Systems, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wittenbach-business-systems-llc-401k-plan

> Wittenbach Business Systems, LLC's 401(k) plan: 333 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wittenbach Business Systems, LLC

- **Sponsor EIN:** 521137041

- **Sponsor Address:** 100 SPARKS VALLEY RD STE B, SPARKS, MD, 211529234

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

- **Total Participants:** 333

- **Total Assets:** $28.1M

## 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|333|$28.1M|$230,623|$2.1M|

| 2023|340|$26.0M|$244,758|$2.1M|

| 2022|312|$22.1M|$220,203|$2.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$96,560|—|$96,560|

| NEWSQUARE CAPITAL, LLC|INVESTMENT ADVISORY|—|$33,382|$33,382|

| WITTENBACH BUSINESS SYSTEMS LLC|OTHER SERVICES|—|$14,000|$14,000|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $143,942

- **Estimated Expense Ratio:** 0.512% 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|$96,561|—|$96,561|—|—|

| 2023|$91,550|—|$91,550|—|—|

| 2022|$88,168|—|$88,168|—|—|

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