Plan Snapshot
- Plan Sponsor: Wrist North America INC.
- Sponsor EIN: 460524360
- Sponsor Address: 4129 GREENSHADOW DRIVE, STE. 200, PASADENA, TX, 77503
- Plan Type: 401(k)
- Total Participants: 336
- Total Assets: $15.1M
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 | 336 | $15.1M | $443,572 | $892,258 |
| 2023 | 353 | $13.7M | $426,474 | $864,965 |
| 2022 | 342 | $11.1M | $356,079 | $767,276 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES | INVESTMENT ADVISOR | $31,315 | — | $31,315 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $14,106 | — | $14,106 |
| NFP RETIREMENT INC. | CONTRACT ADMIN | $5,881 | — | $5,881 |
| LPL FINANCIAL | INVESTMENT ADVISOR | $5,868 | — | $5,868 |
| WITHUMSMITH+BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,170
- Estimated Expense Ratio: 0.379% 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 | $58,004 | — | $58,004 | — | — |
| 2023 | $49,245 | — | $49,245 | — | — |
| 2022 | $54,319 | — | $54,319 | — | — |