Plan Snapshot
- Plan Sponsor: Forman Watkins Krutz LLP
- Sponsor EIN: 200065886
- Sponsor Address: 210 EAST CAPITOL ST., SUITE 2200, JACKSON, MS, 39201
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $26.1M
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 | 130 | $26.1M | $206,082 | $1.1M |
| 2023 | 136 | $22.9M | $199,348 | $1.2M |
| 2022 | 135 | $18.8M | $197,551 | $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 |
|---|---|---|---|---|
| BMSS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BMSS, LLC — 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 | $2,075 | — | — | — | — |
| 2023 | $17,162 | — | — | — | — |
| 2022 | $2,200 | — | — | — | — |