# Waters & Kraus, LLP DC Plan
Source: https://planprovider.pro/companies/waters-kraus-llp-plan

> Waters & Kraus, LLP's DC plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Waters & Kraus, LLP

- **Sponsor EIN:** 752797531

- **Sponsor Address:** 3141 HOOD STREET, DALLAS, TX, 75219

- **Plan Type:** DC

- **Total Participants:** 98

- **Total Assets:** $28.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|98|$28.7M|$488,769|$973,089|

| 2023|90|$24.2M|$433,437|$872,869|

| 2022|84|$19.4M|$376,650|$798,804|

## 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|

| REGIONS BANK|INVESTMENT ADVISORY|$48,122|$18|$48,140|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$25,151|—|$25,151|

| MCBEE & CO., PC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $73,291

- **Estimated Expense Ratio:** 0.255% 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|$73,483|$48,131|$25,352|—|—|

| 2023|$75,966|$51,945|$20,466|$3,555|—|

| 2022|$66,487|—|$66,487|—|—|

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