Plan Snapshot
- Plan Sponsor: W. B. Guimarin & Company, INC.
- Sponsor EIN: 570404484
- Sponsor Address: 1124 BLUFF INDUSTRIAL BLVD., COLUMBIA, SC, 29202
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $9.8M
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 | 91 | $9.8M | $402,167 | $442,652 |
| 2023 | 88 | $8.4M | $381,073 | $396,395 |
| 2022 | 87 | $6.9M | $466,808 | $352,936 |
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 |
|---|---|---|---|---|
| RESJ, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESJ, P.C. — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $61,973 | $22,877 | $4,390 | — | — |
| 2023 | $45,284 | $18,568 | $1,135 | — | — |
| 2022 | $43,216 | $17,279 | $25,937 | — | — |