# Wallace, Roberts & Todd, L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/wallace-roberts-todd-l-l-c-401k-plan

> Wallace, Roberts & Todd, L.L.C.'s 401(k) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wallace, Roberts & Todd, L.L.C.

- **Sponsor EIN:** 231615241

- **Sponsor Address:** 123 S. BROAD ST SUITE 1450, PHILADELPHIA, PA, 19109

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

- **Total Participants:** 110

- **Total Assets:** $19.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|110|$19.6M|$86,241|$839,807|

| 2023|124|$19.7M|$137,777|$927,598|

| 2022|112|$15.8M|$79,826|$806,074|

## 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|

| MORISON COGEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORISON COGEN LLP](https://planprovider.pro/provider/morison-cogen-llp) — Auditor

## 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|$66,515|$41,916|—|—|—|

| 2023|$68,318|$34,896|—|$12,000|—|

| 2022|$65,453|$33,940|$20,313|—|$11,200|

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