Plan Snapshot
- Plan Sponsor: Wyoming Machinery Company
- Sponsor EIN: 870217645
- Sponsor Address: 5300 W. OLD YELLOWSTONE HWY, CASPER, WY, 82602
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 649
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 649 | $2.5M | $13.8M | $2.1M |
| 2023 | 662 | $1.0M | $13.4M | $2.1M |
| 2022 | 586 | $632,356 | $9.8M | $2.1M |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF WYOMING | Other Service Provider | $452,184 | — | $452,184 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $452,184
- Estimated Expense Ratio: 18.422% 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 | $648,679 | — | $648,679 | — | — |
| 2023 | $563,747 | — | $563,747 | — | — |
| 2022 | $532,085 | — | $532,085 | — | — |