Plan Snapshot
- Plan Sponsor: Wyndham Capital Mortgage, INC
- Sponsor EIN: 562237729
- Sponsor Address: 4064 COLONY ROAD, CHARLOTTE, NC, 28211
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 171
- Total Assets: $13.7M
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. |
|---|---|---|---|---|
| 2022 | 171 | $13.7M | $1.2M | $2.4M |
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 |
|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | Recordkeeper | $124,877 | — | $124,877 |
| MAXUS PLAN SOLUTIONS, INC. | Recordkeeper | $22,235 | $10,000 | $32,235 |
| FPF PA LLC DBA FRONT PORCH | Investment Advisor | $26,163 | — | $26,163 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $183,275
- Estimated Expense Ratio: 1.335% 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 |
|---|---|---|---|---|---|
| 2022 | $175,315 | — | $23,675 | — | $151,640 |