# Wom South Investors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wom-south-investors-inc-401k-plan

> Wom South Investors, INC.'s 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wom South Investors, INC.

- **Sponsor EIN:** 460490751

- **Sponsor Address:** 9201 SOUTH BLVD., CHARLOTTE, NC, 28273

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

- **Total Participants:** 101

- **Total Assets:** $8.1M

## 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:** No

## Plan Financials by Year

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

| 2024|101|$8.1M|$119,101|$381,274|

| 2023|81|$7.5M|$117,357|$426,983|

| 2022|75|$6.0M|$126,337|$435,921|

## 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|

| BENEFITS CONSULTANTS GROUP|RECORDKEEPER|$38,226|—|$38,226|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BENEFITS CONSULTANTS GROUP](https://planprovider.pro/provider/bcg-securities-inc) — RECORDKEEPER

- [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:** $38,226

- **Estimated Expense Ratio:** 0.473% 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|$38,226|—|—|—|—|

| 2023|$30,339|—|$30,339|—|—|

| 2022|$8,035|—|—|—|$8,035|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wom-south-investors-inc-401k-plan)

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