Plan Snapshot
- Plan Sponsor: Spilman Thomas & Battle, PLLC
- Sponsor EIN: 550282458
- Sponsor Address: 300 KANAWHA BOULEVARD EAST, CHARLESTON, WV, 25301
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $71.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 167 | $71.4M | $1.5M | $1.8M |
| 2023 | 159 | $61.8M | $1.4M | $1.5M |
| 2022 | 156 | $56.5M | $1.4M | $1.6M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $11,395 | — | $11,395 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,395
- Estimated Expense Ratio: 0.016% 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 | $10,595 | — | — | — | — |
| 2023 | $11,536 | — | — | — | — |
| 2022 | $11,127 | — | — | — | — |