# Waterbridge Management Company LLC 401(k) Plan
Source: https://planprovider.pro/companies/waterbridge-management-company-llc-401k-plan

> Waterbridge Management Company LLC's 401(k) plan: 483 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Waterbridge Management Company LLC

- **Sponsor EIN:** 364898754

- **Sponsor Address:** 5555 SAN FELIPE, HOUSTON, TX, 77056

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

- **Total Participants:** 483

- **Total Assets:** $25.8M

## 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|483|$25.8M|$3.0M|$3.2M|

| 2023|425|$18.6M|$2.4M|$2.6M|

| 2022|364|$12.0M|$1.7M|$1.9M|

## 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|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$100,752|—|$100,752|

| GALLAGHER FIDUCIARY ADVISORS|ADVISOR|$46,874|—|$46,874|

| WHITLEY PENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [GALLAGHER FIDUCIARY ADVISORS](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — ADVISOR

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $147,626

- **Estimated Expense Ratio:** 0.571% 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|$144,029|$46,874|$87,980|—|—|

| 2023|$98,327|$31,184|$67,143|—|—|

| 2022|$80,150|$17,970|$62,180|—|—|

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