# S.T. Wooten Corporation 401(k) Plan
Source: https://planprovider.pro/companies/s-t-wooten-corporation-401k-plan

> S.T. Wooten Corporation's 401(k) plan: 1,034 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** S.T. Wooten Corporation

- **Sponsor EIN:** 560669182

- **Sponsor Address:** P.O. BOX 2408, WILSON, NC, 27894

- **Plan Type:** 401(k)

- **Total Participants:** 1,034

- **Total Assets:** $74.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,034|$74.4M|$2.0M|$5.2M|

| 2023|944|$64.1M|$2.1M|$5.1M|

| 2022|1,044|$52.6M|$1.9M|$4.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$151,423|—|$151,423|

| CAPFINANCIAL PARTNERS, LLC.|INVESTMENT ADVISOR|$75,000|—|$75,000|

| CARR, RIGGS & INGRAM, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $226,423

- **Estimated Expense Ratio:** 0.304% of plan assets

### 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|$226,423|$75,000|—|—|—|

| 2023|$173,806|—|—|—|—|

| 2022|$193,312|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/s-t-wooten-corporation-401k-plan)

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