# Wallace Design Collective, PC 401(k) Plan
Source: https://planprovider.pro/companies/wallace-design-collective-pc-plan-001

> Wallace Design Collective, PC's 401(k) plan: 291 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wallace Design Collective, PC

- **Sponsor EIN:** 731322436

- **Sponsor Address:** 123 N. MARTIN LUTHER KING JR. BLVD, TULSA, OK, 74103

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

- **Total Participants:** 291

- **Total Assets:** $30.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|291|$30.4M|$768,005|$2.0M|

| 2023|290|$26.3M|$675,886|$1.8M|

| 2022|239|$19.7M|$0|$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|

| WELLS FARGO ADVISORS FIN NETWORK LL|INVESTMENT ADVISOR|$66,726|—|$66,726|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$16,208|—|$16,208|

| HOOD AND ASSOCIATES CPAS, PC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,934

- **Estimated Expense Ratio:** 0.272% 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|$83,489|—|$83,489|—|—|

| 2023|$65,346|—|$65,346|—|—|

| 2022|$60,119|—|$60,119|—|—|

## Similar Plans

- [Est, INC.](https://planprovider.pro/companies/est-inc-401k-plan) — 301 participants

- [Cec Corporation](https://planprovider.pro/companies/cec-corporation-401k-plan) — 254 participants

- [Fis Operations, LLC](https://planprovider.pro/companies/fis-operations-llc-401k-plan) — 349 participants

- [Cymstar, LLC](https://planprovider.pro/companies/cymstar-llc-401k-plan-001) — 168 participants

- [Crown Energy Company](https://planprovider.pro/companies/crown-energy-company-401k-plan) — 166 participants

- [Long Wave, INC.](https://planprovider.pro/companies/long-wave-inc-401k-plan) — 154 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wallace-design-collective-pc-plan-001)

© 2026 PlanProvider.Pro