# Worth Higgins &amp; Associates, INC. DC Plan
Source: https://planprovider.pro/companies/worth-higgins-associates-inc-plan-002

> Worth Higgins &amp; Associates, INC.&#39;s DC plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Worth Higgins & Associates, INC.

- **Sponsor EIN:** 540880197

- **Sponsor Address:** 8770 PARK CENTRAL DR, RICHMOND, VA, 23227

- **Plan Type:** DC

- **Total Participants:** 137

- **Total Assets:** $5.0M

## 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|137|$5.0M|$77,966|$0|

| 2023|157|$5.1M|$359,583|$0|

| 2022|152|$5.2M|$385,671|$0|

## 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|

| ADAMS, JENKINS & CHEATAM, PC|Auditor|—|—|$0|

## 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|$65|—|—|—|—|

| 2023|$71|—|—|—|—|

| 2022|$65|—|—|—|$65|

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