# Woodward Management Partners LLC 401(k) Plan
Source: https://planprovider.pro/companies/woodward-management-partners-llc-401k-plan

> Woodward Management Partners LLC's 401(k) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Woodward Management Partners LLC

- **Sponsor EIN:** 261465929

- **Sponsor Address:** 12 PIEDMONT CENTER, SUITE 100, ATLANTA, GA, 30305

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

- **Total Participants:** 204

- **Total Assets:** $3.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|204|$3.0M|$425,153|$614,007|

| 2023|194|$1.9M|$128,594|$450,286|

| 2022|125|$1.4M|$0|$397,869|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$32,914|—|$32,914|

| APRIO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [APRIO, LLP](https://planprovider.pro/provider/aprio-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,914

- **Estimated Expense Ratio:** 1.094% 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|$32,915|—|$32,915|—|—|

| 2023|$11,843|—|$11,843|—|—|

| 2022|$10,266|$2,029|$7,220|—|$1,017|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/woodward-management-partners-llc-401k-plan)

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