Plan Snapshot
- Plan Sponsor: Wilkinson Barker Knauer, LLP
- Sponsor EIN: 521264167
- Sponsor Address: 1800 M STREET NW SUITE 800N, WASHINGTON, DC, 20036
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $67.2M
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 | 123 | $67.2M | $1.6M | $2.1M |
| 2023 | 120 | $57.6M | $1.6M | $2.0M |
| 2022 | 104 | $49.0M | $1.7M | $1.7M |
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 |
|---|---|---|---|---|
| BAKER TILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY — Auditor
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 | $78,809 | $54,106 | — | — | — |
| 2023 | $65,920 | $38,159 | $27,761 | — | — |
| 2022 | $57,387 | $26,653 | $30,420 | — | — |