# Willcox & Savage, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/willcox-savage-p-c-401k-plan

> Willcox & Savage, P.C.'s 401(k) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Willcox & Savage, P.C.

- **Sponsor EIN:** 540976999

- **Sponsor Address:** 440 MONTICELLO AVENUE, NORFOLK, VA, 23510

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

- **Total Participants:** 110

- **Total Assets:** $79.7M

## 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|110|$79.7M|$1.1M|$1.3M|

| 2023|98|$76.5M|$1.0M|$1.3M|

| 2022|92|$65.8M|$974,136|$1.1M|

## 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|

| CHARLES W. SNADER, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CHARLES W. SNADER, P.C.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|$10,036|$668|—|—|—|

| 2023|$5,232|$545|—|—|—|

| 2022|$5,545|$604|—|—|—|

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