# Watertronics, LLC 401(k) Plan
Source: https://planprovider.pro/companies/watertronics-llc-401k-plan

> Watertronics, LLC's 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Watertronics, LLC

- **Sponsor EIN:** 391794482

- **Sponsor Address:** 525 E. INDUSTRIAL DRIVE, HARTLAND, WI, 53029

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

- **Total Participants:** 156

- **Total Assets:** $10.9M

## 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|156|$10.9M|$378,236|$1.1M|

| 2023|146|$8.9M|$316,754|$921,910|

| 2022|127|$7.1M|$285,877|$798,060|

## 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|

| JOHNSON BANK|NONE|$28,629|—|$28,629|

| CHORTEK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CHORTEK LLP](https://planprovider.pro/provider/chortek-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,629

- **Estimated Expense Ratio:** 0.263% 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|$28,629|—|$25,159|—|—|

| 2023|$15,148|—|$12,467|—|—|

| 2022|$9,621|—|—|—|—|

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