# Willson, Jones, Carter & Baxley, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/willson-jones-carter-baxley-p-a-plan-001

> Willson, Jones, Carter & Baxley, P.A.'s 401(k) plan: 163 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 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|

| MATCH GRADE ADVISORS LLC|NONE|$57,002|—|$57,002|

| TEMPLETON & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TEMPLETON & COMPANY, LLP](https://planprovider.pro/provider/templeton-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,002

- **Estimated Expense Ratio:** 0.234% 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|$61,622|$57,002|$4,620|—|—|

| 2023|$53,659|$47,093|$6,566|—|—|

| 2022|$48,922|—|$48,922|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/willson-jones-carter-baxley-p-a-plan-001)

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