Plan Snapshot
- Plan Sponsor: Wilson Bank & Trust Company
- Sponsor EIN: 621310217
- Sponsor Address: 623 WEST MAIN STREET, LEBANON, TN, 37087
- Plan Type: 401(k)
- Total Participants: 613
- Total Assets: $91.1M
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 | 613 | $91.1M | $3.8M | $3.8M |
| 2023 | 607 | $76.2M | $3.4M | $3.5M |
| 2022 | 589 | $62.9M | $3.3M | $3.2M |
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 |
|---|---|---|---|---|
| RUBINBROWN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN, 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 | $47,059 | — | — | — | — |
| 2023 | $56,951 | — | $56,951 | — | — |
| 2022 | $51,395 | — | $51,395 | — | — |