# Wick, Phillips, Gould & Martin, LLP 401(k) Plan
Source: https://planprovider.pro/companies/wick-phillips-gould-martin-llp-401k-plan

> Wick, Phillips, Gould & Martin, LLP's 401(k) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/saville-cpas-and-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wick-phillips-gould-martin-llp-401k-plan)

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