# Withersravenel, INC. DC Plan
Source: https://planprovider.pro/companies/withersravenel-inc-plan-001

> Withersravenel, INC.'s DC plan: 444 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Withersravenel, INC.

- **Sponsor EIN:** 561740520

- **Sponsor Address:** 115 MACKENAN DRIVE, CARY, NC, 27511

- **Plan Type:** DC

- **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|

| NEWPORT GROUP, INC.|RECORD-KEEPER|$36,271|—|$36,271|

| PNC INSTITUTIONAL ASSET MANAGEMENT|ADVISOR|$34,841|—|$34,841|

| NEWPORT TRUST COMPANY|TRUSTEE|$8,684|—|$8,684|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $79,796

- **Estimated Expense Ratio:** 0.239% 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|$84,558|$37,222|$30,486|—|—|

| 2023|$64,999|$25,633|$23,252|—|—|

| 2022|$46,315|$13,160|$29,856|—|$3,299|

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