Plan Snapshot
- Plan Sponsor: Withersravenel, INC.
- Sponsor EIN: 561740520
- Sponsor Address: 115 MACKENAN DRIVE, CARY, NC, 27511
- Plan Type: 401(k)
- Total Participants: 444
- Total Assets: $33.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 444 | $33.4M | $1.5M | $3.4M |
| 2023 | 412 | $25.6M | $1.3M | $2.9M |
| 2022 | 356 | $19.6M | $995,067 | $2.3M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $84,558 | $37,222 | $30,486 | — | — |
| 2023 | $64,999 | $25,633 | $23,252 | — | — |
| 2022 | $46,315 | $13,160 | $29,856 | — | $3,299 |