# White River Bancshares Company 401(k) Plan
Source: https://planprovider.pro/companies/white-river-bancshares-company-401k-plan

> White River Bancshares Company's 401(k) plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** White River Bancshares Company

- **Sponsor EIN:** 201209354

- **Sponsor Address:** 3878 N. CROSSOVER ROAD, SUITE 20, FAYETTEVILLE, AR, 72703

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

- **Total Participants:** 200

- **Total Assets:** $20.4M

## 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|200|$20.4M|$682,937|$1.1M|

| 2023|201|$17.5M|$635,601|$1.1M|

| 2022|188|$14.3M|$525,299|$973,680|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|—|$19,130|$19,130|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$16,535|—|$16,535|

| DEFINITI, LLC|THIRD PARTY ADMINISTRATO|$3,750|$9,066|$12,816|

| MORNINGSTAR|SERVICE PROVIDER|—|$9,565|$9,565|

| ERWIN & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORNINGSTAR](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

- [ERWIN & COMPANY](https://planprovider.pro/provider/erwin-and-company) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $58,046

- **Estimated Expense Ratio:** 0.284% 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|$24,013|$16,663|$6,450|—|—|

| 2023|$16,790|$11,986|—|—|—|

| 2022|$14,793|$9,393|—|—|$5,400|

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