# Wicker, Smith, Ohara, Mccoy & Ford, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/wicker-smith-ohara-mccoy-ford-p-a-401k-plan

> Wicker, Smith, Ohara, Mccoy & Ford, P.A.'s 401(k) plan: 185 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wicker, Smith, Ohara, Mccoy & Ford, P.A.

- **Sponsor EIN:** 650089075

- **Sponsor Address:** 2800 PONCE DE LEON BLVD, CORAL GABLES, FL, 33134

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

- **Total Participants:** 185

- **Total Assets:** $25.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|185|$25.6M|$390,283|$1.5M|

| 2023|174|$22.6M|$309,986|$1.5M|

| 2022|190|$19.6M|$359,129|$1.5M|

## 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|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$30,607|$24,908|$1,191|—|—|

| 2023|$25,295|$21,016|—|—|—|

| 2022|$36,853|$26,104|$5,568|—|—|

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