Plan Snapshot
- Plan Sponsor: Wittwer, INC.
- Sponsor EIN: 870365729
- Sponsor Address: 390 N. MALL DRIVE, ST GEORGE, UT, 84790
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 470
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 470 | $13.3M | $326,201 | $860,612 |
| 2023 | 467 | $11.2M | $337,477 | $818,635 |
| 2022 | 433 | $9.0M | $268,623 | $507,726 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | — | $21,569 | $21,569 |
| DWC ERISA CONSULTANTS LLC | Recordkeeper | — | $10,237 | $10,237 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,806
- Estimated Expense Ratio: 0.240% 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 | $96,727 | $21,569 | — | $7,000 | — |
| 2023 | $69,968 | $17,402 | — | $7,000 | — |
| 2022 | $65,376 | — | $65,376 | — | — |