# Wray Ward, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wray-ward-llc-401k-plan

> Wray Ward, LLC's 401(k) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wray Ward, LLC

- **Sponsor EIN:** 561698917

- **Sponsor Address:** 900 BAXTER STREET, CHARLOTTE, NC, 28204

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

- **Total Participants:** 96

- **Total Assets:** $15.1M

## 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:** Yes

## Plan Financials by Year

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

| 2024|96|$15.1M|$75,258|$743,308|

| 2023|109|$14.9M|$217,048|$1.0M|

| 2022|168|$13.4M|$419,033|$910,544|

## 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|

| MCCANNON, ROGERS, DRISCOLL & ASSOCI|Auditor|$8,500|—|$8,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,500

- **Estimated Expense Ratio:** 0.056% 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|$25,719|$12,000|$850|$8,500|—|

| 2023|$21,252|$12,000|$939|—|—|

| 2022|$13,677|—|—|—|—|

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