# Wasco INC 401(k) Plan
Source: https://planprovider.pro/companies/wasco-inc-401k-plan-101

> Wasco INC's 401(k) plan: 403 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [OSAIC WEALTH, INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — INVESTMENT ADV-PLAN

- [ADMIN. GROUP, LLC DBA TAG RESOURCES](https://planprovider.pro/provider/transamerica) — 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|—|—|

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