Plan Snapshot
- Plan Sponsor: Wilson & Muir Bancorp, INC.
- Sponsor EIN: 611032960
- Sponsor Address: 107 N. THIRD ST., BARDSTOWN, KY, 40004
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $23.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 144 | $23.1M | $458,002 | $676,398 |
| 2023 | 145 | $20.9M | $658,105 | $602,452 |
| 2022 | 146 | $17.7M | $186,012 | $592,082 |
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 |
|---|---|---|---|---|
| AMERICAN TRUST COMPANY | CONTRACT ADMIN | $67,947 | — | $67,947 |
| MAHURIN WEALTH ADVISORS | INVESTMENT ADVISOR | $37,750 | — | $37,750 |
| CROWE LLP | AUDITOR | $23,688 | — | $23,688 |
| MONROE SHINE & CO INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MONROE SHINE & CO INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,385
- Estimated Expense Ratio: 0.559% 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 | $129,384 | — | — | — | — |
| 2023 | $110,035 | — | — | — | — |
| 2022 | $117,064 | $36,934 | $65,145 | — | $14,985 |