Plan Snapshot
- Plan Sponsor: Walbro LLC
- Sponsor EIN: 382968944
- Sponsor Address: 2015 W RIVER ROAD, TUCSON, AZ, 85704
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 0 | $0 | $405,448 | $321,301 |
| 2023 | 244 | $2.6M | $329,050 | $330,271 |
| 2022 | 249 | $2.0M | $224,832 | $117,005 |
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 | Auditor | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOBER MARKEY FEDOROVICH — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,500
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 | $45,429 | $1,086 | — | $7,500 | — |
| 2023 | $24,029 | — | — | — | — |
| 2022 | $23,352 | — | — | — | — |