Plan Snapshot
- Plan Sponsor: Waterline Renewal Technologies, INC
- Sponsor EIN: 455414424
- Sponsor Address: 25 NORTHWEST POINT, SUITE 560, ELK GROVE VILLAGE, IL, 600071033
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 108 | $8.9M | $363,335 | $706,162 |
| 2023 | 106 | $7.6M | $368,464 | $718,629 |
| 2022 | 113 | $5.4M | $361,345 | $669,744 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $39,266 | — | $39,266 | — | — |
| 2023 | $32,439 | — | $32,439 | — | — |
| 2022 | $29,428 | — | $29,428 | — | — |