Plan Snapshot
- Plan Sponsor: Patrick K Willis Company INC
- Sponsor EIN: 943394523
- Sponsor Address: 5118 ROBERT J MATTHEWS PARKWAY, EL DORADO HILLS, CA, 95762
- Plan Type: 401(k)
- Total Participants: 302
- Total Assets: $7.7M
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 | 302 | $7.7M | $105,143 | $818,975 |
| 2023 | 279 | $6.3M | $96,325 | $802,074 |
| 2022 | 260 | $4.6M | $87,828 | $661,499 |
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 |
|---|---|---|---|---|
| CAMPBELL TAYLOR WASHBURN | 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 | $35,397 | $33,396 | — | — | — |
| 2023 | $26,710 | $25,441 | — | — | — |
| 2022 | $25,594 | — | — | — | — |