# William J. White Educational And Behavioral Consulting Services, INC 401(k) Plan
Source: https://planprovider.pro/companies/william-j-white-educational-and-behavioral-consulting-services-inc-020495095-501

> William J. White Educational And Behavioral Consulting Services, INC's 401(k) plan: 76 participants, plan year 2025 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** William J. White Educational And Behavioral Consulting Services, INC

- **Sponsor EIN:** 020495095

- **Sponsor Address:** PO BOX 1150, ASHLAND, NH, 03217

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

- **Plan Number:** 501

- **Total Participants:** 76

- **Total Assets:** $26,236

## 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.|

| 2025|76|$26,236|$0|$0|

| 2024|72|$10,662|$572,580|$194,977|

| 2023|68|$63,103|$462,837|$190,229|

| 2022|112|$50,572|$394,085|$139,086|

## 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|$55,011|—|$55,011|

| HEALTH PLANS, INC.|Other Service Provider|$45,352|—|$45,352|

| GRANITE GROUP BENEFITS|Investment Advisor|$39,060|—|$39,060|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $139,423

- **Estimated Expense Ratio:** 531.419% 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|

| 2025|$413,460|—|—|—|—|

| 2024|$1,364,425|—|—|—|—|

| 2023|$500,778|—|—|—|—|

| 2022|$595,367|—|—|—|—|

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