# Websterrogers, LLP DC Plan
Source: https://planprovider.pro/companies/websterrogers-llp-plan-001

> Websterrogers, LLP's DC plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Websterrogers, LLP

- **Sponsor EIN:** 570776381

- **Sponsor Address:** 1411 SECOND LOOP ROAD, FLORENCE, SC, 29505

- **Plan Type:** DC

- **Total Participants:** 117

- **Total Assets:** $23.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|117|$23.7M|$440,332|$972,853|

| 2023|117|$21.7M|$417,696|$945,738|

| 2022|107|$19.0M|$413,060|$910,444|

## 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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$15,624|—|$15,624|

| NEWPORT TRUST COMPANY|TRUSTEE|$9,167|—|$9,167|

| THE HOBBS GROUP, INC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE HOBBS GROUP, INC](https://planprovider.pro/provider/the-hobbs-group-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $24,791

- **Estimated Expense Ratio:** 0.105% 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|$24,791|—|$11,037|—|—|

| 2023|$21,945|—|$11,295|—|—|

| 2022|$26,217|—|$17,592|—|$8,625|

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