# S.M. Wilson &amp; Co. DC Plan
Source: https://planprovider.pro/companies/s-m-wilson-co-plan

> S.M. Wilson &amp; Co.&#39;s DC plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** S.M. Wilson & Co.

- **Sponsor EIN:** 370699952

- **Sponsor Address:** 2185 HAMPTON AVENUE, SAINT LOUIS, MO, 631392904

- **Plan Type:** DC

- **Total Participants:** 99

- **Total Assets:** $31.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|99|$31.7M|$1.0M|$0|

| 2023|112|$20.0M|$1.2M|$0|

| 2022|113|$13.1M|$761,805|$0|

## 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|

| RUBINBROWN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RUBINBROWN LLP](https://planprovider.pro/provider/rubinbrown-llp) — 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|$61|—|—|—|—|

| 2023|$60|—|—|—|—|

| 2022|$24|—|—|—|—|

## Similar Plans

- [S.M. Wilson & Co.](https://planprovider.pro/companies/s-m-wilson-co-401k-plan) — 89 participants

- [Branco Enterprises, INC.](https://planprovider.pro/companies/branco-enterprises-inc-401k-plan) — 121 participants

- [Newground International, INC.](https://planprovider.pro/companies/newground-international-inc-401k-plan) — 123 participants

- [Columbia Construction Corporation](https://planprovider.pro/companies/columbia-construction-corporation-401k-plan) — 68 participants

- [Sircal Contracting, INC.](https://planprovider.pro/companies/sircal-contracting-inc-plan-002) — 54 participants

- [Schubemo Holdings, INC.](https://planprovider.pro/companies/schubemo-holdings-inc-401k-plan) — 148 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/s-m-wilson-co-plan)

&copy; 2026 PlanProvider.Pro
