Plan Snapshot
- Plan Sponsor: Willard Associates
- Sponsor EIN: 581349933
- Sponsor Address: 1700 PENNSYLVANIA AVENUE, WASHINGTON, DC, 20006
- Plan Type: DB
- Total Participants: 21
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 21 | $4.2M | $302,456 | $0 |
| 2023 | 27 | $4.6M | $326,873 | $0 |
| 2022 | 31 | $4.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON, LLC | Auditor | $14,500 | — | $14,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,500
- Estimated Expense Ratio: 0.342% 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 | $285,695 | $2,897 | $170,900 | $14,500 | — |
| 2023 | $237,387 | $4,680 | $100,373 | $17,147 | — |
| 2022 | $237,766 | $57,765 | — | — | $104,370 |