Plan Snapshot
- Plan Sponsor: Wsol, LLC
- Sponsor EIN: 470803449
- Sponsor Address: 6275 W PLANO PARKWAY, SUITE 550, PLANO, TX, 75093
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $12.6M
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 | 187 | $12.6M | $465,575 | $1.1M |
| 2023 | 177 | $10.4M | $401,730 | $870,931 |
| 2022 | 144 | $8.5M | $279,734 | $679,264 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $50,273 | $35,388 | — | — | — |
| 2023 | $48,944 | $23,261 | — | — | — |
| 2022 | $64,974 | — | — | — | — |