Plan Snapshot
- Plan Sponsor: Watco Companies, L.L.C.
- Sponsor EIN: 481199475
- Sponsor Address: 315 WEST 3RD STREET, PITTSBURG, KS, 66762
- Plan Type: 401(k)
- Total Participants: 4,284
- Total Assets: $188.1M
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 | 4,284 | $188.1M | $6.0M | $13.6M |
| 2023 | 4,276 | $156.7M | $5.9M | $13.3M |
| 2022 | 4,244 | $128.1M | $5.5M | $12.9M |
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 |
|---|---|---|---|---|
| BOKF, NA | TRUSTEE | $404,546 | — | $404,546 |
| HOGANTAYLOR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGANTAYLOR LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $404,546
- Estimated Expense Ratio: 0.215% 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 | $404,546 | $44,814 | — | — | — |
| 2023 | $324,264 | $60,625 | — | — | — |
| 2022 | $356,714 | — | — | — | $356,714 |