# W3, LLC 401(k) Plan
Source: https://planprovider.pro/companies/w3-llc-401k-plan

> W3, LLC's 401(k) plan: 719 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** W3, LLC

- **Sponsor EIN:** 800206231

- **Sponsor Address:** 925 N POINT PARKWAY SUITE 425, ALPHARETTA, GA, 30005

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

- **Total Participants:** 719

- **Total Assets:** $16.9M

## 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|719|$16.9M|$0|$2.5M|

| 2023|103|$14.2M|$0|$2.4M|

| 2022|680|$10.6M|$0|$2.6M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$47,472|—|$47,472|

| LAMON & STERN INC|OTHER|$34,207|—|$34,207|

| SILVER OAK SECURITIES INC|INVESTMENT ADVISOR|$27,710|—|$27,710|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$16,914|—|$16,914|

| CREATIVE PLANNING LLC|INVESTMENT ADVISOR|$15,479|—|$15,479|

| SMITH & HOWARD, P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $141,782

- **Estimated Expense Ratio:** 0.840% 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|$141,782|$60,103|—|—|—|

| 2023|$124,630|$26,258|—|—|—|

| 2022|$124,295|$68,596|$55,699|—|—|

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