Plan Snapshot
- Plan Sponsor: Walker Edison Furniture Company LLC
- Sponsor EIN: 205246576
- Sponsor Address: 1553 W. 9000 SO., WEST JORDAN, UT, 84088
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 99 | $5.6M | $262,668 | $579,536 |
| 2023 | 126 | $5.2M | $344,123 | $726,217 |
| 2022 | 153 | $4.4M | $380,534 | $734,973 |
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 |
|---|---|---|---|---|
| OSAIC WEALTH, INC | Investment Advisor | — | $23,909 | $23,909 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,909
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 |
|---|---|---|---|---|---|
| 2025 | $6,994,118 | — | $34,036 | — | — |
| 2024 | $5,425 | — | $5,425 | — | — |
| 2023 | $3,975 | — | $3,975 | — | — |
| 2022 | $2,905 | — | $2,905 | — | — |