Plan Snapshot
- Plan Sponsor: Wyrick Robbins Yates & Ponton LLP
- Sponsor EIN: 561400994
- Sponsor Address: 4101 LAKE BOONE TRAIL, SUITE 300, RALEIGH, NC, 27607
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $101.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 174 | $101.7M | $2.9M | $3.0M |
| 2023 | 164 | $87.1M | $2.5M | $2.9M |
| 2022 | 153 | $70.4M | $2.4M | $2.6M |
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 |
|---|---|---|---|---|
| BATCHELOR, TILLERY & ROBERTS, LLP | Auditor | $11,440 | — | $11,440 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,440
- Estimated Expense Ratio: 0.011% 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 | $161,302 | $96,099 | — | $11,440 | — |
| 2023 | $131,838 | $69,548 | $11,040 | — | — |
| 2022 | $149,288 | $91,176 | — | — | — |