# William H. Porter, INC. 401(k) Plan
Source: https://planprovider.pro/companies/william-h-porter-inc-401k-plan

> William H. Porter, INC.'s 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** William H. Porter, INC.

- **Sponsor EIN:** 510069458

- **Sponsor Address:** 414 EAST CLEVELAND AVENUE, NEWARK, DE, 19711

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

- **Total Participants:** 152

- **Total Assets:** $15.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|152|$15.4M|$97,110|$506,420|

| 2023|141|$13.3M|$87,321|$483,031|

| 2022|117|$13.4M|$149,130|$792,402|

## 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|

| HERBEIN & COMPANY INC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HERBEIN & COMPANY INC](https://planprovider.pro/provider/herbein-company-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|$61,374|$2,918|$56,968|—|—|

| 2023|$55,641|$2,551|$50,540|—|—|

| 2022|$63,195|$2,887|$57,202|—|—|

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