Plan Snapshot
- Plan Sponsor: Waupaca Foundry, INC.
- Sponsor EIN: 390880924
- Sponsor Address: 1955 BRUNNER DRIVE, WAUPACA, WI, 54981
- Plan Type: 401(k)
- Total Participants: 3,285
- Total Assets: $599.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 3,285 | $599.1M | $14.0M | $21.3M |
| 2023 | 3,382 | $565.1M | $14.3M | $22.5M |
| 2022 | 3,317 | $506.3M | $14.3M | $23.7M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $460,891 | $55,250 | $395,280 | — | — |
| 2023 | $488,471 | — | $439,814 | — | — |
| 2022 | $560,256 | $1,903 | $526,053 | — | $32,300 |