Plan Snapshot
- Plan Sponsor: Wasserstrom Holdings, INC.
- Sponsor EIN: 314335700
- Sponsor Address: 4500 E. BROAD STREET, COLUMBUS, OH, 43213
- Plan Type: DC
- Total Participants: 1,056
- Total Assets: $95.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,056 | $95.0M | $387,000 | $4.7M |
| 2023 | 1,089 | $84.9M | $530,000 | $4.6M |
| 2022 | 1,155 | $72.0M | $530,000 | $4.2M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP, INC. | NONE | $119,100 | — | $119,100 |
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,100
- Estimated Expense Ratio: 0.125% 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 | $116,307 | — | $116,307 | — | — |
| 2023 | $105,250 | — | $105,250 | — | — |
| 2022 | $70,247 | — | $70,247 | — | — |