# Watkins, Ward & Stafford, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/watkins-ward-stafford-pllc-401k-plan

> Watkins, Ward & Stafford, PLLC's 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Watkins, Ward & Stafford, PLLC

- **Sponsor EIN:** 640394922

- **Sponsor Address:** 561 COMMERCE ST., WEST POINT, MS, 39773

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

- **Total Participants:** 133

- **Total Assets:** $25.0M

## 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|133|$25.0M|$402,098|$840,499|

| 2023|118|$21.8M|$366,627|$810,232|

| 2022|116|$18.1M|$316,618|$700,933|

## 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|

| NAIL MCKINNEY, PA|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|$110,285|—|—|—|—|

| 2023|$95,957|—|—|—|—|

| 2022|$97,890|—|—|—|—|

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