# Patrick K Willis Company INC 401(k) Plan
Source: https://planprovider.pro/companies/patrick-k-willis-company-inc-401k-plan

> Patrick K Willis Company INC's 401(k) plan: 302 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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