Plan Snapshot
- Plan Sponsor: Walker Center, LP
- Sponsor EIN: 161444205
- Sponsor Address: 1955 WEHRLE DRIVE, BUFFALO, NY, 142218453
- Plan Type: 401(k)
- Total Participants: 398
- Total Assets: $11.3M
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 | 398 | $11.3M | $66,510 | $513,327 |
| 2023 | 183 | $9.9M | $61,659 | $480,666 |
| 2022 | 175 | $7.9M | $54,549 | $382,131 |
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 |
|---|---|---|---|---|
| CHIAMPOU TRAVIS BESAW KERSHNER LLP | 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 | $10,665 | — | $10,665 | — | — |
| 2023 | $7,890 | — | $7,890 | — | — |
| 2022 | $11,125 | — | $11,125 | — | — |