# Wallace Welch & Willingham INC. 401(k) Plan
Source: https://planprovider.pro/companies/wallace-welch-willingham-inc-401k-plan

> Wallace Welch & Willingham INC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Wallace Welch & Willingham INC.

- **Sponsor EIN:** 591203168

- **Sponsor Address:** 300 1ST AVE S, ST PETERSBURG, FL, 337014209

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$253,289|$725,827|

| 2023|145|$17.9M|$295,755|$1.1M|

| 2022|127|$14.6M|$269,440|$975,317|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$93,006|—|$93,006|

| CAMBRIDGE INVESTMENT RESEARCH ADVIS|INVESTMENT ADVISORY|—|$17,356|$17,356|

| WALLACE WELCH & WILLINGH|ACCOUNTANT|$15,500|—|$15,500|

| KELLY PARTNERS (FRS) ATTEST SERVICE|Auditor|$8,500|—|$8,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $134,362

### 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|$57,128|—|$48,628|$8,500|—|

| 2023|$54,252|—|$46,503|$7,749|—|

| 2022|$48,840|—|$48,840|—|—|

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