Watkins & Eager PLLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Watkins & Eager PLLC
  • Sponsor EIN: 640261610
  • Sponsor Address: P. O. BOX 650, JACKSON, MS, 392050650
  • Plan Type: 401(k)
  • Total Participants: 101
  • Total Assets: $132.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024101$132.5M$2.0M$980,394
2023103$120.0M$2.0M$1.0M
202297$106.4M$1.9M$1.0M

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
HARPER RAINS KNIGHT & COMPANYAuditor$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$19,657
2023$18,788
2022$18,563

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