Plan Snapshot
- Plan Sponsor: Williams Mullen Clark & Dobbins P.C.
- Sponsor EIN: 541246519
- Sponsor Address: 200 SOUTH 10TH STREET, RICHMOND, VA, 23219
- Plan Type: DC
- Total Participants: 370
- Total Assets: $283.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 370 | $283.6M | $6.0M | $5.2M |
| 2023 | 366 | $245.9M | $5.6M | $5.0M |
| 2022 | 346 | $216.3M | $5.4M | $4.6M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISOR | $72,876 | — | $72,876 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $57,970 | — | $57,970 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $44,747 | — | $44,747 |
| BKD LLP | AUDITOR | $17,220 | — | $17,220 |
| FORVIS MAZARS, LLP | Auditor | $17,220 | — | $17,220 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $210,033
- Estimated Expense Ratio: 0.074% 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 | $153,501 | $117,623 | — | $17,220 | — |
| 2023 | $137,596 | $101,194 | — | $15,645 | — |
| 2022 | $177,066 | $177,066 | — | — | — |