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

> Waco Transit Systems, INC.'s 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 741878112

- **Sponsor Address:** 300 THROCKMORTON STREET STE 670, FORT WORTH, TX, 76102

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

- **Total Participants:** 128

- **Total Assets:** $2.0M

## 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|128|$2.0M|$147,633|$106,873|

| 2023|127|$1.8M|$134,068|$91,877|

| 2022|97|$1.7M|$152,510|$91,411|

## 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|

| BAKER TILLY US LLP|Auditor|$43,698|—|$43,698|

### Verified Provider Profiles

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

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,698

- **Estimated Expense Ratio:** 2.142% 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|$57,425|$2,597|—|$43,698|—|

| 2023|$20,091|$2,427|$7,426|$10,238|—|

| 2022|$20,468|$2,393|$9,187|—|$8,663|

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