Plan Snapshot
- Plan Sponsor: Jack Walters & Sons Corp.
- Sponsor EIN: 391093704
- Sponsor Address: 6600 MIDLAND CT., ALLENTON, WI, 53002
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $9.7M
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 | 140 | $9.7M | $228,552 | $648,305 |
| 2023 | 132 | $7.6M | $142,384 | $507,385 |
| 2022 | 131 | $6.3M | $115,393 | $489,586 |
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 |
|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | NONE | $32,359 | — | $32,359 |
| SIKICH CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,359
- Estimated Expense Ratio: 0.334% 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 | $32,359 | $30,050 | — | — | — |
| 2023 | $28,771 | $26,321 | — | — | — |
| 2022 | $26,758 | $25,708 | — | — | — |