Plan Snapshot
- Plan Sponsor: Wmog, INC.
- Sponsor EIN: 341133357
- Sponsor Address: 122 S. WILSON AVENUE, DRAWER D, FREMONT, OH, 434202767
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $19.4M
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 | 122 | $19.4M | $0 | $712,322 |
| 2023 | 110 | $16.8M | $0 | $664,144 |
| 2022 | 106 | $14.7M | $0 | $579,398 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | INVESTMENT ADVISORY | $35,415 | — | $35,415 |
| TRANSAMERICA FINANCIAL LIFE INSURAN | RECORDKEEPER | $16,362 | — | $16,362 |
| WILLIAM VAUGHAN COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — INVESTMENT ADVISORY
- TRANSAMERICA FINANCIAL LIFE INSURAN — RECORDKEEPER
- WILLIAM VAUGHAN COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,777
- Estimated Expense Ratio: 0.267% 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 | $51,777 | $35,415 | $16,362 | — | — |
| 2023 | $44,791 | $30,455 | $14,336 | — | — |
| 2022 | $46,247 | — | — | — | $46,247 |