Plan Snapshot
- Plan Sponsor: Wavestone Us INC.
- Sponsor EIN: 810835655
- Sponsor Address: 130 WEST 42ND STREET, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $16.3M
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 | 170 | $16.3M | $873,734 | $1.6M |
| 2023 | 124 | $10.2M | $899,395 | $1.6M |
| 2022 | 110 | $7.1M | $671,270 | $1.4M |
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 |
|---|---|---|---|---|
| SIMIONE MACCA & LARROW, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIMIONE MACCA & LARROW, 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 | $68,478 | $32,756 | — | — | — |
| 2023 | $46,410 | $20,443 | — | — | — |
| 2022 | $37,963 | $266 | — | — | — |