Plan Snapshot
- Plan Sponsor: Wand Newco 3, INC.
- Sponsor EIN: 832856885
- Sponsor Address: 2941 LAKE VISTA DRIVE, LEWISVILLE, TX, 75067
- Plan Type: 401(k)
- Total Participants: 31,299
- Total Assets: $862.3M
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 | 31,299 | $862.3M | $46.6M | $125.1M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | NONE | $1,207,830 | — | $1,207,830 |
| L SCOTT AUSTIN PLLC | NONE | $54,298 | — | $54,298 |
| EMPOWER ANNUITY INS CO OF AMERICA | NONE | $35,892 | — | $35,892 |
| CROWE LLP | NONE | $26,250 | — | $26,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,324,270
- Estimated Expense Ratio: 0.154% 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 | $1,324,270 | — | — | $26,250 | — |