# Wilson & Muir Bancorp, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wilson-muir-bancorp-inc-401k-plan

> Wilson & Muir Bancorp, INC.'s 401(k) plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/monroe-shine-and-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|

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