# William H. Porter, INC. 401(k) Plan
Source: https://planprovider.pro/companies/william-h-porter-inc-510069458-502

> William H. Porter, INC.'s 401(k) plan: 93 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)

- **Plan Number:** 502

- **Total Participants:** 93

- **Total Assets:** $31,451

## 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|93|$31,451|$729,798|$680,862|

| 2023|90|$64,636|$498,483|$563,301|

| 2022|53|$274,076|$578,331|$699,488|

## 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|

| THE BENECON GROUP, LLC|Investment Advisor|$18,262|—|$18,262|

| CONNECTCARE3|Other Service Provider|$6,344|—|$6,344|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $24,606

- **Estimated Expense Ratio:** 78.236% 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|$1,621,731|—|—|—|—|

| 2023|$364,237|$21,942|$21,247|—|—|

| 2022|$467,647|$31,804|$35,381|—|—|

## Similar Plans

- [Hertrich Family Of Automobile Dealers](https://planprovider.pro/companies/hertrich-family-of-automobile-dealers-401k-plan) — 915 participants

- [I.G. Burton And Company, INC.](https://planprovider.pro/companies/i-g-burton-and-company-inc-401k-plan) — 570 participants

- [I.G. Burton & Company, INC.](https://planprovider.pro/companies/i-g-burton-company-inc-510102421-501) — 423 participants

- [The Price Organization](https://planprovider.pro/companies/the-price-organization-401k-plan) — 344 participants

- [The Price Organization, INC.](https://planprovider.pro/companies/the-price-organization-inc-510294525-501) — 335 participants

- [Hynansky Investments, LLC](https://planprovider.pro/companies/hynansky-investments-llc-401k-plan) — 220 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/william-h-porter-inc-510069458-502)

© 2026 PlanProvider.Pro