Plan Snapshot
- Plan Sponsor: Wasco INC
- Sponsor EIN: 620752359
- Sponsor Address: 1122 SECOND AVE. NORTH, SUITE B, NASHVILLE, TN, 37208
- Plan Type: 401(k)
- Total Participants: 403
- Total Assets: $9.5M
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 | 403 | $9.5M | $312,649 | $554,446 |
| 2023 | 346 | $9.6M | $301,142 | $543,656 |
| 2022 | 463 | $8.5M | $281,303 | $494,889 |
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 FINANCIAL LIFE | RECORD KEEPER | $38,360 | — | $38,360 |
| OSAIC WEALTH, INC | INVESTMENT ADV-PLAN | $28,161 | — | $28,161 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | RECORD KEEPER | $25,959 | — | $25,959 |
| COULTER & JUSTUS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE — RECORD KEEPER
- OSAIC WEALTH, INC — INVESTMENT ADV-PLAN
- ADMIN. GROUP, LLC DBA TAG RESOURCES — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,480
- Estimated Expense Ratio: 0.972% 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 | $92,480 | $28,161 | — | — | — |
| 2023 | $91,115 | — | $91,115 | — | — |
| 2022 | $86,055 | — | $86,055 | — | — |