# Water Environment Federation 401(k) Plan
Source: https://planprovider.pro/companies/water-environment-federation-401k-plan

> Water Environment Federation's 401(k) plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Water Environment Federation

- **Sponsor EIN:** 530225129

- **Sponsor Address:** 601 WYTHE ST, ALEXANDRIA, VA, 223141919

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

- **Total Participants:** 84

- **Total Assets:** $24.4M

## 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|84|$24.4M|$609,010|$841,188|

| 2023|91|$23.4M|$592,286|$850,335|

| 2022|94|$20.6M|$564,080|$848,316|

## 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|

| ONEDIGITAL INVESTMENT ADVISORS LLC|ADVISOR|$35,386|—|$35,386|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$28,852|—|$28,852|

| BETHKE CPA, LLC|ACCOUNTANT/AUDITOR|$11,200|—|$11,200|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BETHKE CPA, LLC](https://planprovider.pro/provider/bethke-cpa-llc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $75,438

- **Estimated Expense Ratio:** 0.309% 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|$75,438|$35,386|—|$11,200|—|

| 2023|$58,921|$32,013|$300|—|—|

| 2022|$70,580|—|—|—|—|

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