# M. S. Walker, INC. DC Plan
Source: https://planprovider.pro/companies/m-s-walker-inc-plan-001

> M. S. Walker, INC.&#39;s DC plan: 549 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

## Similar Plans

- [Wachusett Brewing Company, INC.](https://planprovider.pro/companies/wachusett-brewing-company-inc-401k-plan) — 111 participants

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