Plan Snapshot
- Plan Sponsor: Walbro LLC
- Sponsor EIN: 382968944
- Sponsor Address: 2015 W RIVER ROAD, TUCSON, AZ, 85704
- Plan Type: DB
- Total Participants: 23
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 23 | $6.2M | $0 | $0 |
| 2023 | 25 | $8.1M | $75,000 | $0 |
| 2022 | 31 | $8.0M | $225,000 | $0 |
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 |
|---|---|---|---|---|
| BOBER MARKEY FEDOROVICH & COMPANY | Auditor | $21,500 | — | $21,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOBER MARKEY FEDOROVICH & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,500
- Estimated Expense Ratio: 0.345% 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 | $183,824 | $25,237 | $27,200 | $21,500 | — |
| 2023 | $169,382 | $25,000 | — | $21,700 | — |
| 2022 | $185,950 | — | — | — | $60,622 |