# Wright Wisner Distributing Corp 401(k) Plan
Source: https://planprovider.pro/companies/wright-wisner-distributing-corp-401k-plan

> Wright Wisner Distributing Corp's 401(k) plan: 567 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — 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|

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