# W&B Service Co., LLC 401(k) Plan
Source: https://planprovider.pro/companies/w-b-service-company-l-p-401k-plan

> W&B Service Co., LLC's 401(k) plan: 753 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** W&B Service Co., LLC

- **Sponsor EIN:** 752962625

- **Sponsor Address:** 8737 KING GEORGE DRIVE, DALLAS, TX, 75235

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

- **Total Participants:** 753

- **Total Assets:** $22.8M

## 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|753|$22.8M|$547,674|$2.0M|

| 2023|593|$18.4M|$545,326|$1.7M|

| 2022|448|$14.5M|$487,969|$1.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$63,234|—|$63,234|

| FROST BANK|ADVISOR|$36,733|—|$36,733|

| FORVIS MAZARS,LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS MAZARS,LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $99,967

- **Estimated Expense Ratio:** 0.439% 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|$99,967|$36,733|—|—|—|

| 2023|$79,530|$29,537|—|—|—|

| 2022|$86,560|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/w-b-service-company-l-p-401k-plan)

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