Plan Snapshot
- Plan Sponsor: Willson, Jones, Carter & Baxley, P.A.
- Sponsor EIN: 753048189
- Sponsor Address: 325 ROCKY SLOPE ROAD, GREENVILLE, SC, 29607
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $24.4M
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 | 163 | $24.4M | $532,155 | $1.3M |
| 2023 | 145 | $22.0M | $479,798 | $1.2M |
| 2022 | 170 | $17.7M | $456,209 | $1.1M |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $61,622 | $57,002 | $4,620 | — | — |
| 2023 | $53,659 | $47,093 | $6,566 | — | — |
| 2022 | $48,922 | — | $48,922 | — | — |