Plan Snapshot
- Plan Sponsor: The Waterworks, LLC
- Sponsor EIN: 311162504
- Sponsor Address: 1103 SCHROCK ROAD, STE 400, COLUMBUS, OH, 43229
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 231 | $8.5M | $268,558 | $1.1M |
| 2023 | 209 | $8.3M | $229,382 | $950,829 |
| 2022 | 227 | $5.2M | $237,303 | $757,001 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS, LLC — Auditor
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 | $68,222 | — | $68,222 | — | — |
| 2023 | $58,990 | — | $58,990 | — | — |
| 2022 | $40,699 | — | $40,699 | — | — |