Plan Snapshot
- Plan Sponsor: The Van Winkle Law Firm
- Sponsor EIN: 561026015
- Sponsor Address: 11 NORTH MARKET STREET, ASHEVILLE, NC, 288012929
- Plan Type: DC
- Total Participants: 76
- Total Assets: $22.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 76 | $22.7M | $0 | $0 |
| 2024 | 81 | $19.6M | $0 | $0 |
| 2023 | 82 | $19.0M | $0 | $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 |
|---|---|---|---|---|
| DMJPS PPLC | 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 |
|---|---|---|---|---|---|
| 2025 | $76,632 | $67,523 | — | — | — |
| 2024 | $62,121 | $52,691 | — | — | — |
| 2023 | $87,082 | $87,082 | — | — | — |