# Whitley Penn, LLP 401(k) Plan
Source: https://planprovider.pro/companies/whitley-penn-llp-401k-plan

> Whitley Penn, LLP's 401(k) plan: 739 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whitley Penn, LLP

- **Sponsor EIN:** 752393478

- **Sponsor Address:** 640 TAYLOR STREET, FORT WORTH, TX, 76102

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

- **Total Participants:** 739

- **Total Assets:** $134.8M

## 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|739|$134.8M|$3.7M|$6.8M|

| 2023|760|$113.2M|$3.4M|$6.1M|

| 2022|689|$99.3M|$3.2M|$5.5M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$33,242|—|$33,242|

| DUGAN & LOPATKA, CPA'S|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,242

- **Estimated Expense Ratio:** 0.025% 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|$33,242|$33,242|—|—|—|

| 2023|$28,193|$28,193|—|—|—|

| 2022|-$18,581|$23,564|—|—|—|

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