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

> Wand Newco 3, INC.'s 401(k) plan: 35,161 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Wand Newco 3, INC.

- **Sponsor EIN:** 822856885

- **Sponsor Address:** 2941 LAKE VISTA DRIVE, LEWISVILLE, TX, 75067

- **Plan Type:** 401(k)

- **Total Participants:** 35,161

- **Total Assets:** $695.2M

## 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.|

| 2023|35,161|$695.2M|$28.3M|$109.4M|

| 2022|27,270|$512.7M|$21.8M|$86.9M|

## 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|RECORD KEEPER|$3,133,484|—|$3,133,484|

| SAGEVIEW ADVISORY GROUP LLC|CONSULTANT|$80,434|—|$80,434|

| BAKER TILLY VIRCHOW KRAUSE LLP|AUDITOR|$68,250|—|$68,250|

| CAPFINANCIAL PARTNERS LLC|ADVISOR|$47,500|—|$47,500|

| CROWE LLP|Auditor|$34,125|—|$34,125|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — CONSULTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,363,793

- **Estimated Expense Ratio:** 0.484% 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|

| 2023|$1,664,834|$63,967|—|$34,125|—|

| 2022|$1,305,257|$46,882|—|—|$35,490|

## Similar Plans

- [Victory Packaging L.P.](https://planprovider.pro/companies/victory-packaging-l-p-401k-plan) — 1,231 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wand-newco-3-inc-401k-plan)

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