Plan Snapshot
- Plan Sponsor: Walker & Dunlop, LLC
- Sponsor EIN: 800312140
- Sponsor Address: 7272 WISCONSIN AVE STE 1300, BETHESDA, MD, 208146531
- Plan Type: 401(k)
- Total Participants: 1,366
- Total Assets: $260.4M
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 | 1,366 | $260.4M | $4.6M | $19.7M |
| 2023 | 1,305 | $212.7M | $4.8M | $18.8M |
| 2022 | 1,410 | $166.5M | $5.0M | $18.4M |
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 |
|---|---|---|---|---|
| COHNREZNICK | 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 | $160,518 | $68,333 | $600 | — | — |
| 2023 | $111,534 | $60,000 | $300 | — | — |
| 2022 | $120,819 | — | — | — | — |