Plan Snapshot
- Plan Sponsor: Welsco, INC.
- Sponsor EIN: 710331550
- Sponsor Address: 9006 CRYSTAL HILL ROAD, NORTH LITTLE ROCK, AR, 72113
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $9.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 105 | $9.8M | $110,431 | $436,032 |
| 2023 | 107 | $8.9M | $117,254 | $505,334 |
| 2022 | 102 | $7.5M | $103,516 | $446,776 |
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 |
|---|---|---|---|---|
| RASCO WINTER THOMAS GROUP | Auditor | — | — | $0 |
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 | $33,208 | $22,826 | — | — | — |
| 2023 | $28,155 | $19,719 | — | — | — |
| 2022 | $28,652 | $13,348 | $15,304 | — | — |