Plan Snapshot
- Plan Sponsor: Wagman, INC.
- Sponsor EIN: 232200489
- Sponsor Address: 3290 NORTH SUSQUEHANNA TRAIL, YORK, PA, 17406
- Plan Type: 401(k)
- Total Participants: 576
- Total Assets: $93.5M
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 | 576 | $93.5M | $9.2M | $3.3M |
| 2023 | 467 | $80.5M | $6.8M | $2.9M |
| 2022 | 414 | $65.5M | $4.1M | $2.6M |
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 ROWE PRICE RPS INC | NONE | $36,782 | — | $36,782 |
| VANGUARD ADVISERS INC. | NONE | $10,212 | — | $10,212 |
| MCKONLY & ASBURY, LLP | NONE | $6,760 | — | $6,760 |
| SAGEWORTH TRUST COMPANY | NONE | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,754
- Estimated Expense Ratio: 0.063% 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 | $61,623 | $10,212 | — | $6,760 | — |
| 2023 | $146,586 | — | — | — | — |
| 2022 | $126,566 | — | — | — | — |