# Witherite Law Group, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/witherite-law-group-pllc-401k-plan

> Witherite Law Group, PLLC's 401(k) plan: 217 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Witherite Law Group, PLLC

- **Sponsor EIN:** 752953673

- **Sponsor Address:** 10440 NORTH CENTRAL EXPRESSWAY, DALLAS, TX, 75231

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

- **Total Participants:** 217

- **Total Assets:** $17.4M

## 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|217|$17.4M|$1.7M|$1.3M|

| 2023|174|$14.0M|$1.3M|$1.2M|

| 2022|177|$10.3M|$1.2M|$1.1M|

## 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|

| LEVEL FOUR ADVISORY SERVICES LLC|INVESTMENT ADVSIOR|$68,739|—|$68,739|

| JOHN HANCOCK RETIREMENT PLAN SERVIC|RECORDKEEPER|$49,068|—|$49,068|

| BONADIO & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK RETIREMENT PLAN SERVIC](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $117,807

- **Estimated Expense Ratio:** 0.678% 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|$117,807|$68,739|—|—|—|

| 2023|$94,403|$54,001|—|—|—|

| 2022|$75,115|$44,960|$30,155|—|—|

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