Plan Snapshot
- Plan Sponsor: James A. Walters Management Co., INC. Dba Walters Management Company
- Sponsor EIN: 581476223
- Sponsor Address: PO BOX 2935, GAINESVILLE, GA, 30503
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $2.8M
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 | 136 | $2.8M | $120,295 | $292,351 |
| 2023 | 124 | $2.5M | $113,504 | $263,582 |
| 2022 | 129 | $2.1M | $107,168 | $250,878 |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
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 | $3,225 | — | $3,225 | — | — |
| 2023 | $2,900 | — | $2,900 | — | — |
| 2022 | $3,439 | — | $3,439 | — | — |