Plan Snapshot
- Plan Sponsor: Wavetronix, LLC
- Sponsor EIN: 820525153
- Sponsor Address: 1827 WEST 650 NORTH, SPRINGVILLE, UT, 84663
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $48.5M
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 | 329 | $48.5M | $1.5M | $2.5M |
| 2023 | 288 | $38.8M | $1.3M | $2.1M |
| 2022 | 280 | $30.6M | $1.1M | $1.9M |
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 |
|---|---|---|---|---|
| SQUIRE & CO.,PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SQUIRE & CO.,PC — 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 | $28,011 | $11,494 | — | — | — |
| 2023 | $19,753 | $10,291 | — | — | — |
| 2022 | -$22,979 | $4,391 | — | — | — |