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

> Wicker, Smith, Ohara, Mccoy & Ford, P.A.'s DC plan: 235 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:** DC

- **Total Participants:** 235

- **Total Assets:** $75.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|235|$75.8M|$1.6M|$1.8M|

| 2023|204|$64.4M|$1.4M|$1.7M|

| 2022|198|$64.8M|$1.5M|$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|

| INGHAM & COMPANY|NONE|$111,210|$65,214|$176,424|

| NATIONAL FINANCIAL SERVICES|NA|$11,040|—|$11,040|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [INGHAM & COMPANY](https://planprovider.pro/provider/ingham-retirement-group) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $187,464

- **Estimated Expense Ratio:** 0.247% 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|$122,251|$80,632|$30,579|—|—|

| 2023|$105,893|$71,633|—|—|—|

| 2022|$114,297|$78,032|$33,464|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wicker-smith-ohara-mccoy-ford-p-a-plan)

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