Plan Snapshot
- Plan Sponsor: Missouri Walnut, LLC
- Sponsor EIN: 200080422
- Sponsor Address: 11417 OAK RD, NEOSHO, MO, 648505345
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 112 | $6.2M | $236,737 | $504,241 |
| 2023 | 133 | $5.4M | $237,534 | $482,740 |
| 2022 | 137 | $3.9M | $233,908 | $437,312 |
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 |
|---|---|---|---|---|
| VRAKAS S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — 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 | $33,205 | $20,328 | $12,877 | — | — |
| 2023 | $37,280 | $18,438 | $18,842 | — | — |
| 2022 | $29,274 | $14,735 | $14,539 | — | — |