# Jack Walters & Sons Corp. 401(k) Plan
Source: https://planprovider.pro/companies/jack-walters-sons-corp-401k-plan

> Jack Walters & Sons Corp.'s 401(k) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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