# Willard Associates DB Plan
Source: https://planprovider.pro/companies/willard-associates-plan

> Willard Associates's DB plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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