# Williams Mullen Clark & Dobbins P.C. DC Plan
Source: https://planprovider.pro/companies/williams-mullen-clark-dobbins-p-c-plan-003

> Williams Mullen Clark & Dobbins P.C.'s DC plan: 370 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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