Plan Snapshot
- Plan Sponsor: Wtg Corporate Services, LLC
- Sponsor EIN: 854142506
- Sponsor Address: PO BOX 51670, MIDLAND, TX, 79710
- Plan Type: 401(k)
- Total Participants: 235
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 235 | $19.1M | $650,650 | $963,340 |
| 2023 | 205 | $19.4M | $585,324 | $869,465 |
| 2022 | 162 | $17.0M | $509,894 | $732,308 |
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 |
|---|---|---|---|---|
| WHITLEY PENN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN — 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 | $70,620 | $70,620 | — | — | — |
| 2023 | $43,042 | $43,042 | — | — | — |
| 2022 | $93,389 | $93,389 | — | — | — |