Plan Snapshot
- Plan Sponsor: Walor North America, INC.
- Sponsor EIN: 311239333
- Sponsor Address: 2230 S 3RD STREET, COLUMBUS, OH, 43207
- Plan Type: 401(k)
- Total Participants: 271
- Total Assets: $10.2M
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 | 271 | $10.2M | $701,113 | $1.1M |
| 2023 | 315 | $9.2M | $370,940 | $900,409 |
| 2022 | 290 | $7.7M | $339,180 | $813,167 |
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 |
|---|---|---|---|---|
| CLARK SCHAEFER HACKETT | 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 | $69,256 | $27,733 | $41,523 | — | — |
| 2023 | $44,254 | $17,295 | $26,959 | — | — |
| 2022 | $49,806 | $21,727 | $23,564 | — | $4,515 |