# Wavetronix, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wavetronix-llc-401k-plan

> Wavetronix, LLC's 401(k) plan: 329 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$16,517|—|$16,517|

| STRATEGIC ADVISORS, INC.|ADVISOR|$11,494|—|$11,494|

| SQUIRE & CO.,PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [SQUIRE & CO.,PC](https://planprovider.pro/provider/squire-and-company-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,011

- **Estimated Expense Ratio:** 0.058% of plan assets

### 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|—|—|—|

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