# Watkins Distributing, Sales & Service 401(k) Plan
Source: https://planprovider.pro/companies/watkins-distributing-sales-service-401k-plan

> Watkins Distributing, Sales & Service's 401(k) plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Watkins Distributing, Sales & Service

- **Sponsor EIN:** 820422918

- **Sponsor Address:** 518 DEL DR., JEROME, ID, 83338

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

- **Total Participants:** 205

- **Total Assets:** $26.4M

## 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|205|$26.4M|$526,272|$717,658|

| 2023|157|$22.5M|$410,204|$589,099|

| 2022|139|$19.5M|$629,233|$485,739|

## 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|

| LEAVITT, CHRISTENSEN & CO.|Auditor|$8,650|—|$8,650|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEAVITT, CHRISTENSEN & CO.](https://planprovider.pro/provider/leavitt-christensen-and-co-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,650

- **Estimated Expense Ratio:** 0.033% 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|$63,371|$41,034|$12,754|$8,650|—|

| 2023|$57,867|$35,966|$13,526|$8,350|—|

| 2022|$52,613|$36,262|$650|—|$15,701|

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