# Waupaca Foundry, INC DB Plan
Source: https://planprovider.pro/companies/waupaca-foundry-inc-plan-003

> Waupaca Foundry, INC's DB plan: 204 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:** PO BOX 249, WAUPACA, WI, 549810249

- **Plan Type:** DB

- **Total Participants:** 204

- **Total Assets:** $102.8M

## 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|204|$102.8M|$0|$0|

| 2023|225|$97.3M|$9.9M|$0|

| 2022|237|$78.7M|$16.1M|$0|

## 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|$82,504|$25,000|$29,931|—|—|

| 2023|$48,511|$25,000|$23,511|—|—|

| 2022|$47,556|—|—|—|$47,556|

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