Plan Snapshot
- Plan Sponsor: Warco Construction, INC.
- Sponsor EIN: 561477783
- Sponsor Address: 3910 STUART ANDREW BLVD., CHARLOTTE, NC, 28217
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $19.5M
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 | 173 | $19.5M | $591,631 | $1.2M |
| 2023 | 144 | $16.4M | $600,450 | $1.0M |
| 2022 | 138 | $13.1M | $472,466 | $902,954 |
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 |
|---|---|---|---|---|
| GREERWALKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREERWALKER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $28,752 | $34,022 | — | — | — |
| 2023 | $22,083 | $28,158 | — | — | — |
| 2022 | $21,623 | — | — | — | — |