# Wms Partners LLC 401(k) Plan
Source: https://planprovider.pro/companies/wms-partners-llc-521852466-501

> Wms Partners LLC's 401(k) plan: 78 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wms Partners LLC

- **Sponsor EIN:** 521852466

- **Sponsor Address:** 1 WEST PENNSYLVANIA AVE., TOWSON, MD, 21204

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

- **Plan Number:** 501

- **Total Participants:** 78

- **Total Assets:** $17,002

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|78|$17,002|$520,039|$317,205|

| 2023|67|$187,442|$585,657|$209,055|

| 2022|81|$52,452|$51,586|$3,398|

## 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|

| CAREFIRST ADMINISTRATORS|Other Service Provider|$37,139|—|$37,139|

| TRIBRIDGE PARTNERS, LLC|Investment Advisor|$26,075|—|$26,075|

| THE BENECON GROUP|Investment Advisor|$15,302|—|$15,302|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,516

- **Estimated Expense Ratio:** 461.804% 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|$1,020,651|—|—|—|—|

| 2023|$660,144|—|—|—|—|

| 2022|$98,254|—|—|—|—|

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