Plan Snapshot
- Plan Sponsor: Wts Paradigm, LLC
- Sponsor EIN: 201623787
- Sponsor Address: 1850 DEMING WAY, SUITE 120, MIDDLETON, WI, 53562
- Plan Type: 401(k)
- Total Participants: 523
- Total Assets: $39.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 523 | $39.3M | $1.6M | $4.4M |
| 2023 | 449 | $29.4M | $1.3M | $3.6M |
| 2022 | 383 | $20.9M | $987,070 | $2.8M |
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 |
|---|---|---|---|---|
| VRAKAS ADVISORS LLC | Auditor | — | — | $0 |
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 | $115,919 | $46,689 | — | — | — |
| 2023 | $101,944 | $34,352 | — | — | — |
| 2022 | $88,704 | — | — | — | — |