# The Wallick Companies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-wallick-companies-llc-401k-plan

> The Wallick Companies, LLC's 401(k) plan: 772 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Wallick Companies, LLC

- **Sponsor EIN:** 870796046

- **Sponsor Address:** 160 WEST MAIN STREET SUITE 200, NEW ALBANY, OH, 43054

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

- **Total Participants:** 772

- **Total Assets:** $23.4M

## 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|772|$23.4M|$1.2M|$2.3M|

| 2023|747|$21.4M|$1.1M|$2.2M|

| 2022|722|$18.4M|$948,743|$2.0M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$102,361|—|$102,361|

| HIGHLAND CONSULTING ASSOCIATES INC|INVESTMENT ADVISOR|$30,000|—|$30,000|

| PW PARTNERS LLC|AUDITOR|$9,000|—|$9,000|

| CLARK, SCHAEFER, HACKETT & CO.|Auditor|$9,000|—|$9,000|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$7,893|—|$7,893|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $158,254

- **Estimated Expense Ratio:** 0.678% 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|$117,977|$37,893|—|$9,000|—|

| 2023|$105,762|$35,773|—|$9,450|—|

| 2022|$101,757|$20,398|$81,359|—|—|

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