# The Van Winkle Law Firm DC Plan
Source: https://planprovider.pro/companies/the-van-winkle-law-firm-plan

> The Van Winkle Law Firm's DC plan: 76 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|

## Similar Plans

- [Teague, Campbell, Dennis & Gorham, LLP](https://planprovider.pro/companies/teague-campbell-dennis-gorham-llp-plan) — 53 participants

- [Jones & Hale, LLP D/B/A Morningstar Law Group](https://planprovider.pro/companies/jones-hale-llp-d-b-a-morningstar-law-group-plan-001) — 50 participants

- [Smith, Debnam, Narron, Drake, Saintsing & Myers LLP](https://planprovider.pro/companies/smith-debnam-narron-drake-saintsing-myers-llp-401k-plan) — 103 participants

- [Greerwalker LLP](https://planprovider.pro/companies/greerwalker-llp-plan-001) — 112 participants

- [Strauss Attorneys, PLLC](https://planprovider.pro/companies/strauss-attorneys-pllc-401k-plan) — 30 participants

- [Longleaf Law Partners, PLLC](https://planprovider.pro/companies/longleaf-law-partners-pllc-401k-plan) — 27 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-van-winkle-law-firm-plan)

© 2026 PlanProvider.Pro