Plan Snapshot
- Plan Sponsor: Brock & Scott PLLC
- Sponsor EIN: 562107459
- Sponsor Address: 1315 WESTBROOK PLAZA DR STE 100, WINSTON SALEM, NC, 271031357
- Plan Type: 401(k)
- Total Participants: 628
- Total Assets: $15.4M
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 | 628 | $15.4M | $752,586 | $2.0M |
| 2023 | 497 | $11.8M | $567,849 | $1.5M |
| 2022 | 440 | $7.7M | $448,860 | $1.1M |
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 |
|---|---|---|---|---|
| BERNARD ROBINSON & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON & COMPANY 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 | $100,665 | $60,259 | $39,546 | — | — |
| 2023 | $72,691 | $39,011 | $22,320 | — | — |
| 2022 | $57,519 | $31,567 | $16,952 | — | $9,000 |