# Wylie & Son, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wylie-son-inc-401k-plan

> Wylie & Son, INC.'s 401(k) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wylie & Son, INC.

- **Sponsor EIN:** 751036051

- **Sponsor Address:** 702 EAST 40TH STREET, LUBBOCK, TX, 79404

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

- **Total Participants:** 216

- **Total Assets:** $9.8M

## 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|216|$9.8M|$175,502|$529,556|

| 2023|209|$8.3M|$162,752|$498,985|

| 2022|199|$6.9M|$149,281|$463,352|

## 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|

| PROSPERITY BANK|NONE|$41,913|—|$41,913|

| EPIC RETIREMENT PLAN SERVICES|NONE|$11,723|—|$11,723|

| RBMS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [RBMS, LLP](https://planprovider.pro/provider/rbms-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,636

- **Estimated Expense Ratio:** 0.548% 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|$53,638|—|—|—|—|

| 2023|$39,427|—|—|—|—|

| 2022|$37,762|—|—|—|—|

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