# Wyatt Tarrant & Combs, LLP Health & Welfare Plan
Source: https://planprovider.pro/companies/wyatt-tarrant-combs-llp-610468003-504

> Wyatt Tarrant & Combs, LLP's Health & Welfare plan: 180 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wyatt Tarrant & Combs, LLP

- **Sponsor EIN:** 610468003

- **Sponsor Address:** 400 WEST MARKET STREET, SUITE 2000, LOUISVILLE, KY, 40202

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 180

- **Total Assets:** $0

## 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.|

| 2025|180|$0|$0|$0|

| 2024|182|$0|$0|$0|

| 2023|180|$0|$0|$0|

| 2022|194|$0|$0|$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|

| ANTHEM HEALTH PLANS OF KY, INC.|Recordkeeper|$141,401|—|$141,401|

| HOUCHENS INSURANCE GROUP, INC.|Investment Advisor|—|$33,800|$33,800|

### Verified Provider Profiles

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

- [ANTHEM HEALTH PLANS OF KY, INC.](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $175,201

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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