Plan Snapshot
- Plan Sponsor: Waelz Sustainable Products LLC
- Sponsor EIN: 833818956
- Sponsor Address: PO BOX 630, LOGANSPORT, IN, 469470630
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $1.5M
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 | 101 | $1.5M | $262,605 | $306,363 |
| 2023 | 104 | $1.1M | $249,628 | $329,122 |
| 2022 | 122 | $548,836 | $210,127 | $259,400 |
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 |
|---|---|---|---|---|
| T. E. LOTT AND COMPANY | Auditor | — | — | $0 |
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 | $14,760 | — | $14,760 | — | — |
| 2023 | $10,160 | — | $2,416 | — | — |
| 2022 | — | — | — | — | — |