Plan Snapshot
- Plan Sponsor: Wittmann Usa INC..
- Sponsor EIN: 061284828
- Sponsor Address: 1 TECHNOLOGY PARK, TORRINGTON, CT, 06790
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 199
- Total Assets: $22.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 199 | $22.8M | $0 | $0 |
| 2024 | 134 | $19.3M | $268,381 | $800,585 |
| 2023 | 133 | $16.5M | $418,533 | $732,211 |
| 2022 | 179 | $14.6M | $172,164 | $787,350 |
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 |
|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | Investment Advisor | — | $36,369 | $36,369 |
| PLANNED RETIREMENT CONSULTANTS & AD | Other Service Provider | — | $7,711 | $7,711 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $5,790 | — | $5,790 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,870
- Estimated Expense Ratio: 0.219% 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 |
|---|---|---|---|---|---|
| 2025 | $814,909 | — | — | — | — |
| 2024 | $4,284 | — | — | — | — |
| 2023 | $4,318 | — | — | — | — |
| 2022 | $4,421 | — | $4,421 | — | — |