# Waters Technologies Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/waters-technologies-corporation-043234558-502

> Waters Technologies Corporation's Health & Welfare plan: 665 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Waters Technologies Corporation

- **Sponsor EIN:** 043234558

- **Sponsor Address:** 34 MAPLE STREET, MILFORD, MA, 01757

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 665

- **Total Assets:** $19.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|665|$19.8M|$663,084|$1.0M|

| 2023|627|$18.2M|$534,953|$1.1M|

| 2022|704|$15.7M|$432,626|$1.1M|

## 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|

| FIDUCIENT ADVISORS|Other Service Provider|$60,000|—|$60,000|

| B-SWIFT|Other Service Provider|$45,000|—|$45,000|

| GRANT THORNTON LLP|Other Service Provider|$37,560|—|$37,560|

| MILLIMAN|Recordkeeper|$36,000|—|$36,000|

### Verified Provider Profiles

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

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $178,560

- **Estimated Expense Ratio:** 0.901% 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|$182,854|$60,000|—|$37,560|—|

| 2023|$171,004|$60,469|$71,593|—|—|

| 2022|$179,324|$55,832|—|—|$70,171|

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