Plan Snapshot
- Plan Sponsor: W.S. Newell & Sons, INC.
- Sponsor EIN: 630679583
- Sponsor Address: 10480 OLD HIGHWAY, MONTGOMERY, AL, 36124
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $6.5M
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. |
|---|---|---|---|---|
| 2024 | 98 | $6.5M | $96,280 | $120,020 |
| 2023 | 106 | $6.0M | $100,004 | $130,138 |
| 2022 | 105 | $5.2M | $106,169 | $147,680 |
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 |
|---|---|---|---|---|
| JACKSON THORNTON & CO PC | 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 |
|---|---|---|---|---|---|
| 2024 | $29,252 | $11,318 | — | — | — |
| 2023 | $24,823 | $9,961 | — | — | — |
| 2022 | $26,668 | $10,317 | — | — | — |