# Waupaca Foundry, INC. 401(k) Plan
Source: https://planprovider.pro/companies/waupaca-foundry-inc-401k-plan

> Waupaca Foundry, INC.'s 401(k) plan: 3,285 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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