# Wagman, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wagman-inc-232200489-502

> Wagman, INC.'s 401(k) plan: 518 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/mckonly-and-asbury-llp) — 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|

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