Plan Snapshot
- Plan Sponsor: M. S. Walker, INC.
- Sponsor EIN: 041941600
- Sponsor Address: 975 UNIVERSITY AVENUE, NORWOOD, MA, 02062
- Plan Type: DC
- Total Participants: 549
- Total Assets: $62.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 549 | $62.1M | $0 | $4.5M |
| 2023 | 547 | $57.6M | $0 | $4.3M |
| 2022 | 509 | $48.9M | $0 | $3.9M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $23,400 | $17,438 | — | — | — |
| 2023 | $23,356 | $16,255 | $300 | — | — |
| 2022 | $20,482 | $16,594 | — | — | — |