Plan Snapshot
- Plan Sponsor: W. K. Dickson & Co., INC.
- Sponsor EIN: 560486717
- Sponsor Address: 1213 W MOREHEAD ST, CHARLOTTE, NC, 28208
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 205 | $27.2M | $528,436 | $2.1M |
| 2023 | 195 | $23.0M | $472,577 | $1.7M |
| 2022 | 174 | $19.0M | $413,096 | $1.5M |
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 |
|---|---|---|---|---|
| BGW CPA CO, PLLC | 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 | $6,882 | — | — | — | — |
| 2024 | $34,805 | — | — | — | — |
| 2023 | $26,883 | — | — | — | — |
| 2022 | $31,550 | — | — | — | — |