# Wastequip, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/wastequip-llc-401k-plan

> Wastequip, LLC.'s 401(k) plan: 1,904 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wastequip, LLC.

- **Sponsor EIN:** 341598206

- **Sponsor Address:** 6525 CARNEGIE BLVD STE 300, CHARLOTTE, NC, 282110500

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

- **Total Participants:** 1,904

- **Total Assets:** $72.9M

## 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.|

| 2024|1,904|$72.9M|$2.6M|$7.0M|

| 2023|1,868|$65.1M|$2.5M|$6.5M|

| 2022|1,915|$55.0M|$2.3M|$6.1M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$246,068|—|$246,068|

| CREATIVE PLANNING - LOCKTON RETIREM|OTHER SERVICES|—|$40,000|$40,000|

| FAULKNER AND THOMPSON, P.A.|ACCOUNTANT|—|$8,810|$8,810|

| BERNARD ROBINSON & COMPANY, L.L.P.|ACCOUNTANT|—|$8,000|$8,000|

### Verified Provider Profiles

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

- [CREATIVE PLANNING - LOCKTON RETIREM](https://planprovider.pro/provider/creative-planning) — OTHER SERVICES

- [BERNARD ROBINSON & COMPANY, L.L.P.](https://planprovider.pro/provider/bernard-robinson-and-company) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $302,878

- **Estimated Expense Ratio:** 0.416% 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|$246,068|—|$246,068|—|—|

| 2023|$213,903|—|$213,903|—|—|

| 2022|$189,137|—|$189,137|—|—|

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