Plan Snapshot
- Plan Sponsor: Wick, Phillips, Gould & Martin, LLP
- Sponsor EIN: 454183914
- Sponsor Address: 3131 MCKINNEY AVENUE, DALLAS, TX, 75204
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $28.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 120 | $28.9M | $819,528 | $2.0M |
| 2023 | 124 | $23.7M | $845,377 | $1.8M |
| 2022 | 110 | $17.9M | $728,512 | $1.6M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $7,680 | — | $7,680 |
| SAVILLE CPAS & ADVISORS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAVILLE CPAS & ADVISORS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,680
- Estimated Expense Ratio: 0.027% 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 | $8,180 | — | — | — | — |
| 2023 | $16,262 | $153 | — | — | — |
| 2022 | $43,314 | $43,314 | — | — | — |