Plan Snapshot
- Plan Sponsor: Wyatt Technology Corporation
- Sponsor EIN: 770027705
- Sponsor Address: 6330 HOLLISTER AVENUE, GOLETA, CA, 93117
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 6
- Total Assets: $6,442
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 6 | $6,442 | $607,254 | $812,054 |
| 2022 | 168 | $31.6M | $1.2M | $1.5M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Other Service Provider | $19,903 | — | $19,903 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,903
- Estimated Expense Ratio: 308.957% 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 |
|---|---|---|---|---|---|
| 2023 | $20,584 | $681 | $19,903 | — | — |
| 2022 | $8,514 | $722 | $7,792 | — | — |