Plan Snapshot
- Plan Sponsor: Wright & Mcgill Company
- Sponsor EIN: 840357930
- Sponsor Address: 4245 E. 46TH AVENUE, DENVER, CO, 80216
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $24.1M
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 | 180 | $24.1M | $301,303 | $1.2M |
| 2023 | 194 | $21.0M | $372,179 | $1.3M |
| 2022 | 210 | $18.3M | $394,084 | $1.3M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $94,283 | $23,972 | $70,311 | — | — |
| 2023 | $93,279 | $29,500 | $63,779 | — | — |
| 2022 | $82,775 | $20,000 | $62,775 | — | — |