Plan Snapshot
- Plan Sponsor: Wright Wisner Distributing Corp
- Sponsor EIN: 160775330
- Sponsor Address: 3165 BRIGHTON HENRIETTA TOWN LINE R, ROCHESTER, NY, 14623
- Plan Type: 401(k)
- Total Participants: 567
- Total Assets: $66.2M
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 | 567 | $66.2M | $1.1M | $3.4M |
| 2023 | 584 | $59.2M | $978,122 | $3.1M |
| 2022 | 596 | $52.5M | $985,711 | $3.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $75,183 | — | $75,183 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $50,985 | — | $50,985 |
| DAVIE KAPLAN CPA PC | AUDITOR | $16,400 | — | $16,400 |
| DAVIE KALPAN, CPA PC | Auditor | $16,400 | — | $16,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,968
- 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 | $142,566 | $50,984 | $17,331 | $16,400 | — |
| 2023 | $139,312 | $49,499 | $72,635 | $15,800 | — |
| 2022 | $124,721 | $48,057 | $70,339 | — | $6,000 |