# Wilson &amp; Company, INC., Engineers &amp; Architects 401(k) Plan
Source: https://planprovider.pro/companies/wilson-company-inc-eng-401k-plan

> Wilson &amp; Company, INC., Engineers &amp; Architects&#39;s 401(k) plan: 684 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wilson & Company, INC., Engineers & Architects

- **Sponsor EIN:** 481176300

- **Sponsor Address:** 4401 MASTHEAD STREET, NE SUITE 150, ALBUQUERQUE, NM, 87109

- **Plan Type:** 401(k)

- **Total Participants:** 684

- **Total Assets:** $110.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|684|$110.3M|$1.7M|$5.8M|

| 2023|643|$96.1M|$1.6M|$5.1M|

| 2022|591|$78.8M|$1.3M|$4.3M|

## 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|

| BAKER TILLY US, LLP|Auditor|$14,126|—|$14,126|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,126

- **Estimated Expense Ratio:** 0.013% 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|$164,358|$74,312|—|$14,126|—|

| 2023|$94,393|$94,393|—|—|—|

| 2022|$183,433|$153,149|$25,631|—|—|

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