Plan Snapshot
- Plan Sponsor: Wagman, INC.
- Sponsor EIN: 232200489
- Sponsor Address: 3265 FARMTRAIL ROAD, YORK, PA, 17406
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 518
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 518 | $1.9M | $4.7M | $2.4M |
| 2023 | 472 | $680,228 | $2.5M | $2.2M |
| 2022 | 304 | $1.5M | $2.1M | $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 |
|---|---|---|---|---|
| HEALTHNOW ADMINISTRATIVE SERVICES | Other Service Provider | $4,893,591 | — | $4,893,591 |
| HEALTH EQUITY INC | Other Service Provider | $373,718 | — | $373,718 |
| EPLS, LLC | Other Service Provider | $286,316 | — | $286,316 |
| OSS HEALTH | Other Service Provider | $217,907 | — | $217,907 |
| UNITED CONCORDIA | Other Service Provider | $130,583 | — | $130,583 |
| ACCOLADE, INC. | Other Service Provider | $91,496 | — | $91,496 |
| AMERICAN INSURANCE ADMINISTRATORS | Other Service Provider | $24,046 | — | $24,046 |
| FIDELITY SECURITY LIFE INSURANCE CO | Other Service Provider | $22,457 | — | $22,457 |
| MCKONLY & ASBURY LLC | Auditor | $19,734 | — | $19,734 |
| MAZZITTI & SULLIVAN COUNSELING SERV | Other Service Provider | $16,291 | — | $16,291 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,076,139
- Estimated Expense Ratio: 326.550% 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 | $580,689 | — | $419,994 | $17,024 | — |
| 2023 | $649,210 | — | $490,134 | $15,838 | — |
| 2022 | $523,298 | — | — | — | $523,298 |