# Waco, INC. 401(k) Plan
Source: https://planprovider.pro/companies/waco-inc-401k-plan

> Waco, INC.'s 401(k) plan: 405 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Waco, INC.

- **Sponsor EIN:** 540720555

- **Sponsor Address:** 5450 LEWIS ROAD, SANDSTON, VA, 23150

- **Plan Type:** 401(k)

- **Total Participants:** 405

- **Total Assets:** $27.6M

## 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.|

| 2024|405|$27.6M|$149,440|$824,317|

| 2023|395|$23.4M|$150,120|$764,030|

| 2022|617|$19.0M|$134,494|$686,632|

## 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|

| BROWN EDWARDS & COMPANY, LLP|Auditor|$13,850|—|$13,850|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BROWN EDWARDS & COMPANY, LLP](https://planprovider.pro/provider/brown-edwards-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,850

- **Estimated Expense Ratio:** 0.050% 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|$61,871|—|$17,228|$13,850|—|

| 2023|$54,719|—|$16,901|$12,825|—|

| 2022|$52,071|—|$16,071|—|—|

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