Plan Snapshot
- Plan Sponsor: Waterproofing Affiliates Group
- Sponsor EIN: 900534406
- Sponsor Address: 1829 WEST SHADY GROVE ROAD, GRAND PRAIRIE, TX, 75050
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $9.1M
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 | 138 | $9.1M | $272,219 | $675,454 |
| 2023 | 147 | $7.6M | $257,358 | $650,947 |
| 2022 | 141 | $6.2M | $249,805 | $608,867 |
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 |
|---|---|---|---|---|
| SST ACCOUNTANTS & CONSULTANTS, PLLC | Auditor | — | — | $0 |
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 | $36,613 | — | $36,613 | — | — |
| 2023 | $45,975 | — | $45,975 | — | — |
| 2022 | $54,690 | — | $54,690 | — | — |