Plan Snapshot
- Plan Sponsor: Wacom Technology Corp.
- Sponsor EIN: 770285014
- Sponsor Address: 1455 NW IRVING STREET, PORTLAND, OR, 97209
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $48.1M
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 | 151 | $48.1M | $763,978 | $2.2M |
| 2023 | 160 | $43.3M | $762,826 | $2.1M |
| 2022 | 165 | $35.6M | $826,860 | $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 |
|---|---|---|---|---|
| ALDRICH CPAS ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS ADVISORS LLP — 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 | $11,631 | $15,081 | $600 | — | — |
| 2023 | $12,220 | $15,723 | — | — | — |
| 2022 | $18,152 | $14,385 | — | — | — |