Plan Snapshot
- Plan Sponsor: Weldon, Williams & Lick, INC.
- Sponsor EIN: 710188290
- Sponsor Address: 711 NORTH A STREET, FORT SMITH, AR, 729012121
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $27.2M
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 | 137 | $27.2M | $345,809 | $657,030 |
| 2023 | 150 | $29.4M | $353,899 | $627,266 |
| 2022 | 138 | $26.8M | $329,951 | $609,785 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $55,036 | — | $55,036 |
| PIERCE FIRM, PLLC | ACCOUNTANT | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PIERCE FIRM, PLLC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,036
- Estimated Expense Ratio: 0.257% 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 | $70,036 | — | — | $15,000 | — |
| 2023 | $87,508 | — | — | $14,500 | — |
| 2022 | $49,996 | — | — | — | — |