# Boice-Willis Clinic, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/boice-willis-clinic-p-a-401k-plan

> Boice-Willis Clinic, P.A.'s 401(k) plan: 290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Boice-Willis Clinic, P.A.

- **Sponsor EIN:** 561025986

- **Sponsor Address:** P.O. BOX 7200, ROCKY MOUNT, NC, 27804

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

- **Total Participants:** 290

- **Total Assets:** $97.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|290|$97.0M|$2.2M|$1.4M|

| 2023|289|$84.6M|$2.3M|$1.3M|

| 2022|283|$78.7M|$2.1M|$1.2M|

## 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|

| MODERA WEALTH MANAGEMENT LLC|NONE|$73,821|—|$73,821|

| CURI RMB CAPITAL LLC|NONE|$44,671|—|$44,671|

| WHITENER CAPITAL MANAGEMENT IN|NONE|$19,994|—|$19,994|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$6,058|—|$6,058|

| WILLIAMS OVERMAN PIERCE|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [WILLIAMS OVERMAN PIERCE](https://planprovider.pro/provider/williams-overman-pierce-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $144,544

- **Estimated Expense Ratio:** 0.149% 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|$145,862|$140,172|—|—|—|

| 2023|$142,558|$137,108|—|—|—|

| 2022|$107,652|$100,996|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/boice-willis-clinic-p-a-401k-plan)

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