# Willson Jones Carter & Baxley, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/willson-jones-carter-baxley-p-a-753048189-502

> Willson Jones Carter & Baxley, P.A.'s 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

## Similar Plans

- [Nelson Mullins Riley & Scarborough LLP](https://planprovider.pro/companies/nelson-mullins-riley-scarborough-llp-570215445-509) — 2,382 participants

- [Ogletree, Deakins, Nash, Smoak & Stewart](https://planprovider.pro/companies/ogletree-deakins-nash-smoak-stewart-401k-plan-003) — 2,351 participants

- [Ogletree Deakins Nash Smoak & Stewart](https://planprovider.pro/companies/ogletree-deakins-nash-smoak-stewart-plan) — 2,325 participants

- [Ogletree, Deakins, Nash, Smoak & Stewart, P.C.](https://planprovider.pro/companies/ogletree-deakins-nash-smoak-stewart-p-c-571044820-501) — 2,277 participants

- [Nelson Mullins Riley & Scarborough LLP](https://planprovider.pro/companies/nelson-mullins-riley-scarborough-llp-plan-002) — 1,831 participants

- [Mcangus Goudelock & Courie, LLC](https://planprovider.pro/companies/mcangus-goudelock-courie-llc-401k-plan) — 764 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/willson-jones-carter-baxley-p-a-753048189-502)

© 2026 PlanProvider.Pro