Plan Snapshot
- Plan Sponsor: Watkins Associated Industries, INC.
- Sponsor EIN: 580827847
- Sponsor Address: 1958 MONROE DRIVE NORTHEAST, ATLANTA, GA, 30324
- Plan Type: 401(k)
- Total Participants: 2,300
- Total Assets: $135.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,300 | $135.6M | $4.6M | $12.7M |
| 2023 | 2,314 | $119.4M | $4.5M | $12.1M |
| 2022 | 2,417 | $94.9M | $4.0M | $10.9M |
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 |
|---|---|---|---|---|
| MOORE COLSON | 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 | $214,800 | — | — | — | — |
| 2023 | $214,830 | — | — | — | — |
| 2022 | $206,931 | — | — | — | — |