# Wsb & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wsb-associates-inc-401k-plan

> Wsb & Associates, INC.'s 401(k) plan: 1,329 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wsb & Associates, INC.

- **Sponsor EIN:** 411820018

- **Sponsor Address:** 701 XENIA AVENUE, SUITE 300, MINNEAPOLIS, MN, 55416

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

- **Total Participants:** 1,329

- **Total Assets:** $123.9M

## 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|1,329|$123.9M|$3.6M|$8.1M|

| 2023|732|$90.6M|$3.0M|$5.1M|

| 2022|623|$70.9M|$3.0M|$4.8M|

## 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|

| RESOURCE INVESTMENT ADVISORS|REGISTERED IN VESTMENT AD|$51,660|$51,660|$103,320|

| ELLINGSON & ELLINGSON, LTD|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RESOURCE INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — REGISTERED IN VESTMENT AD

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $103,320

- **Estimated Expense Ratio:** 0.083% 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|$121,494|$51,660|$36,959|—|—|

| 2023|$137,580|$49,992|$70,188|—|—|

| 2022|$133,209|$49,992|$65,427|—|$17,790|

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