# Ws Asset Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ws-asset-management-inc-401k-plan

> Ws Asset Management, INC.'s 401(k) plan: 371 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ws Asset Management, INC.

- **Sponsor EIN:** 042745768

- **Sponsor Address:** 33 BOYLSTON STREET, SUITE 3000, CHESTNUT HILL, MA, 02467

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

- **Total Participants:** 371

- **Total Assets:** $54.4M

## 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|371|$54.4M|$1.4M|$4.2M|

| 2023|373|$44.6M|$1.1M|$3.8M|

| 2022|348|$34.2M|$1.0M|$3.2M|

## 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|

| CBIZ CPAS P.C.|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|$132,568|$124,049|—|—|—|

| 2023|$50,898|$42,900|—|—|—|

| 2022|$89,962|$85,762|—|—|$4,200|

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