# Forman Watkins Krutz LLP 401(k) Plan
Source: https://planprovider.pro/companies/forman-watkins-krutz-llp-401k-plan

> Forman Watkins Krutz LLP's 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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