# Weldon, Williams & Lick, INC. 401(k) Plan
Source: https://planprovider.pro/companies/weldon-williams-lick-inc-401k-plan

> Weldon, Williams & Lick, INC.'s 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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