# W.T. Walker Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/w-t-walker-group-inc-401k-plan

> W.T. Walker Group, INC.'s 401(k) plan: 341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** W.T. Walker Group, INC.

- **Sponsor EIN:** 390796544

- **Sponsor Address:** 222 E ERIE STR STE 300, MILWAUKEE, WI, 53202

- **Plan Type:** 401(k)

- **Total Participants:** 341

- **Total Assets:** $52.5M

## 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|341|$52.5M|$777,197|$1.6M|

| 2023|350|$48.1M|$787,556|$1.6M|

| 2022|332|$41.2M|$771,737|$1.5M|

## 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|

| JPMORGAN INVEST HOLDINGS LLC|RECORDKEEPER|$10,345|—|$10,345|

| 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:** $10,345

- **Estimated Expense Ratio:** 0.020% of plan assets

### 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|$10,345|—|—|—|—|

| 2023|$6,658|—|$6,658|—|—|

| 2022|$11,862|—|$11,862|—|—|

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