WTG Corporate Services 401(k) match, vesting and fees
What WTG Corporate Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Whitley Penn (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 289 defined-contribution plans in utilities with 100 to 499 participants.
| WTG Corporate Services: employer contribution per participant | $1,942 | |
| Peer median | $3,629 |
| WTG Corporate Services: average balance | $57,108 | |
| Peer median | $86,045 |
| WTG Corporate Services: admin expenses ÷ assets | 0.37% | |
| Peer median | 0.26% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $17M at the end of plan year 2022 to $19.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 401 | $19.1M | $651K | $1,942 | 0.37% | Not published | Form 5500 ↗ |
| 2023 | 372 | $19.4M | $585K | $1,907 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 335 | $17M | $510K | $1,752 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does WTG Corporate Services match 401(k) contributions?
The match terms for the Wtg Corporate Services, LLC and Affiliated Companies 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $651K in employer contributions, about $1,942 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the WTG Corporate Services 401(k) match vested?
The vesting schedule for the Wtg Corporate Services, LLC and Affiliated Companies 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the WTG Corporate Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Co. The plan administrator is Wtg Corporate Services, LLC.
I left WTG Corporate Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wtg Corporate Services, LLC, (432) 682-6311) or the recordkeeper, Empower Annuity Insurance Co. The WTG Corporate Services old 401(k) page lists the contacts from every plan filing. Find an old WTG Corporate Services 401(k)
Data from the public Form 5500 annual reports WTG Corporate Services filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with WTG Corporate Services. Not financial advice. Report a correction · Methodology