# Wand Newco 3, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wand-newco-3-inc-401k-plan-001

> Wand Newco 3, INC.'s 401(k) plan: 31,299 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — NONE

## 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|—|

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