# Cory Watson, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/cory-watson-p-c-401k-plan

> Cory Watson, P.C.'s 401(k) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cory Watson, P.C.

- **Sponsor EIN:** 631142944

- **Sponsor Address:** 2131 MAGNOLIA AVE. SOUTH, BIRMINGHAM, AL, 35205

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

- **Total Participants:** 89

- **Total Assets:** $27.3M

## 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|89|$27.3M|$373,668|$752,346|

| 2023|94|$22.6M|$330,980|$954,660|

| 2022|100|$18.6M|$4,837|$360,050|

## 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|

| THE HIGHLANDS ACCOUNTING GROUP, 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|$39,055|$19,745|—|—|—|

| 2023|$55,637|$31,514|—|—|—|

| 2022|$17,240|$3|—|—|—|

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