# W.S. Newell & Sons, INC. 401(k) Plan
Source: https://planprovider.pro/companies/w-s-newell-sons-inc-401k-plan

> W.S. Newell & Sons, INC.'s 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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