# Williston Financial Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/williston-financial-group-llc-401k-plan

> Williston Financial Group, LLC's 401(k) plan: 1,421 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Williston Financial Group, LLC

- **Sponsor EIN:** 271434397

- **Sponsor Address:** 12909 SW 68TH PARKWAY, PORTLAND, OR, 97223

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

- **Total Participants:** 1,421

- **Total Assets:** $98.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|1,421|$98.1M|$1.0M|$11.6M|

| 2023|1,138|$79.1M|$1.1M|$10.0M|

| 2022|1,175|$61.2M|$0|$11.2M|

## 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|

| DELAP LLP|Auditor|$21,500|—|$21,500|

### Verified Provider Profiles

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

- [DELAP LLP](https://planprovider.pro/provider/delap-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,500

- **Estimated Expense Ratio:** 0.022% 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|$219,896|$61,128|$300|$21,500|—|

| 2023|$196,720|$35,213|—|$20,000|—|

| 2022|$192,639|—|—|—|—|

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