Plan Snapshot
- Plan Sponsor: Willson Jones Carter & Baxley, P.A.
- Sponsor EIN: 753048189
- Sponsor Address: 325 SLOPE ROAD, GREENVILLE, SC, 29607
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 178
- Total Assets: $0
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 | 178 | $0 | $0 | $0 |
| 2023 | 165 | $0 | $0 | $0 |
| 2022 | 158 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| HEALTHGRAM, INC. | Recordkeeper | $72,186 | — | $72,186 |
| AP BENEFITS ADVISORS, LLC | Investment Advisor | $68,520 | — | $68,520 |
| CIGNA CORPRATION | Recordkeeper | $25,695 | — | $25,695 |
| SMITH RX | Other Service Provider | $16,716 | — | $16,716 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $183,117
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |