# Aylstock, Witkin, Kreis & Overholtz, P.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/aylstock-witkin-kreis-overholtz-p-l-c-plan-001

> Aylstock, Witkin, Kreis & Overholtz, P.L.C.'s 401(k) plan: 234 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aylstock, Witkin, Kreis & Overholtz, P.L.C.

- **Sponsor EIN:** 593727946

- **Sponsor Address:** 17 MAIN STREET, PENSACOLA, FL, 32502

- **Plan Type:** 401(k)

- **Total Participants:** 234

- **Total Assets:** $20.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|234|$20.7M|$1.1M|$711,822|

| 2023|231|$16.9M|$1.0M|$593,506|

| 2022|228|$13.2M|$917,981|$543,604|

## 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|

| SALTMARSH CPAS, INC.|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|$92,682|—|$92,682|—|—|

| 2023|$77,553|—|$77,553|—|—|

| 2022|$76,956|—|$70,156|—|$6,800|

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