Plan Snapshot
- Plan Sponsor: Wnb Holding Company
- Sponsor EIN: 411522863
- Sponsor Address: 204 MAIN ST., WINONA, MN, 55987
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $28.0M
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 | 114 | $28.0M | $492,385 | $780,323 |
| 2023 | 111 | $26.2M | $496,543 | $740,419 |
| 2022 | 102 | $24.3M | $422,985 | $733,455 |
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 |
|---|---|---|---|---|
| MILLER WELLE HEISER & CO LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER WELLE HEISER & CO LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $90,966 | — | — | — | — |
| 2023 | $87,806 | — | — | — | — |
| 2022 | $90,066 | — | — | — | — |