# Wittwer, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wittwer-inc-870365729-001

> Wittwer, INC.'s 401(k) plan: 470 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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