Plan Snapshot
- Plan Sponsor: Washington County Opportunities, INC.
- Sponsor EIN: 640542172
- Sponsor Address: 546 GAMARI ROAD, GREENVILLE, MS, 38702
- Plan Type: 401(k)
- Total Participants: 256
- Total Assets: $3.0M
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 | 256 | $3.0M | $313,800 | $357,950 |
| 2023 | 236 | $2.4M | $152,850 | $169,725 |
| 2022 | 227 | $2.3M | $143,275 | $164,550 |
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 |
|---|---|---|---|---|
| WOLFE, MCDUFF & OPPIE, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WOLFE, MCDUFF & OPPIE, P.A. — 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 | $10,267 | — | $10,267 | — | — |
| 2023 | $5,781 | — | $5,781 | — | — |
| 2022 | $6,116 | — | $6,116 | — | — |