# Watkins Benefits, LLC 401(k) Plan
Source: https://planprovider.pro/companies/watkins-benefits-llc-461613389-501

> Watkins Benefits, LLC's 401(k) plan: 327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Watkins Benefits, LLC

- **Sponsor EIN:** 461613389

- **Sponsor Address:** 1301 SCOTT STREET, MISSOULA, MT, 59802

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

- **Plan Number:** 501

- **Total Participants:** 327

- **Total Assets:** $946,337

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|327|$946,337|$2.4M|$344,389|

| 2023|256|$1.2M|$2.2M|$227,347|

| 2022|246|$582,002|$2.1M|$189,718|

## 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|

| ALLEGIANCE BENEFIT PLAN MANAGEMENT|Other Service Provider|$30,878|$1,620|$32,498|

| ALLEGIANCE CARE MANAGEMENT, INC.|Other Service Provider|$5,852|—|$5,852|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,350

- **Estimated Expense Ratio:** 4.052% of plan assets

### 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|$36,730|—|$36,730|—|—|

| 2023|$87,125|—|$67,625|$19,500|—|

| 2022|$69,498|—|$55,559|—|$13,939|

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