# Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC 401(k) Plan
Source: https://planprovider.pro/companies/weinberg-wheeler-hudgins-gunn-dial-llc-plan-001

> Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC's 401(k) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC

- **Sponsor EIN:** 582482895

- **Sponsor Address:** 3344 PEACHTREE ROAD, ATLANTA, GA, 30326

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

- **Total Participants:** 162

- **Total Assets:** $78.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|162|$78.4M|$2.1M|$1.7M|

| 2023|167|$67.2M|$2.2M|$1.6M|

| 2022|161|$54.2M|$1.8M|$1.4M|

## 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|

| SMITH AND HOWARD|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|$385,582|$344,961|$31,529|—|—|

| 2023|$269,164|$234,629|$25,650|—|—|

| 2022|$1,332,215|—|$242,108|—|—|

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