Plan Snapshot
- Plan Sponsor: The Arc Of Walker County
- Sponsor EIN: 630760044
- Sponsor Address: 745 RUSSELL DAIRY ROAD, JASPER, AL, 35503
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 124 | $2.4M | $87,884 | $102,452 |
| 2023 | 101 | $2.3M | $97,610 | $103,828 |
| 2022 | 107 | $3.2M | $90,997 | $97,841 |
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 |
|---|---|---|---|---|
| KELLUM, WILSON & ASSOCIATES, PC | Auditor | — | — | $0 |
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 | $8,838 | — | — | — | — |
| 2023 | $11,931 | — | $11,931 | — | — |
| 2022 | $1,962 | — | $1,962 | — | — |