# Wilson Bank & Trust Company 401(k) Plan
Source: https://planprovider.pro/companies/wilson-bank-and-trust-company-401k-plan

> Wilson Bank & Trust Company's 401(k) plan: 613 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$47,059|—|$47,059|

| RUBINBROWN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RUBINBROWN, LLP](https://planprovider.pro/provider/rubinbrown-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,059

- **Estimated Expense Ratio:** 0.052% 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|$47,059|—|—|—|—|

| 2023|$56,951|—|$56,951|—|—|

| 2022|$51,395|—|$51,395|—|—|

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