# Ward And Smith, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/ward-and-smith-p-a-plan

> Ward And Smith, P.A.'s 401(k) plan: 248 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ward And Smith, P.A.

- **Sponsor EIN:** 561034724

- **Sponsor Address:** 1001 COLLEGE COURT, NEW BERN, NC, 28562

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

- **Total Participants:** 248

- **Total Assets:** $119.5M

## 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|248|$119.5M|$4.7M|$1.3M|

| 2023|215|$102.2M|$4.3M|$1.1M|

| 2022|206|$85.1M|$3.8M|$993,406|

## 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|

| CARR, RIGGS & INGRAM, P.L.L.C.|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|$136,110|$51,784|$1,011|—|—|

| 2023|$138,991|$62,389|$997|—|—|

| 2022|$108,061|$36,699|—|—|—|

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