Waco, Inc. 401(k) Retirement & Savings Plan
Sponsored by Waco, Inc. · EIN 540720555 · Plan #004
- Total assets
- $27.6M
- Net assets
- $27.6M
- Active participants
- 405
- With balances
- 141
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Midatlantic Capital Management, Inc. CRD 116524 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Midatlantic Capital Management | Other fees, Direct payment from the plan, Investment advisory (plan) | $30,793 |
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $17,228 |
| Brown Edwards. | Accounting, Direct payment from the plan | $13,850 |