# Walker, INC. 401(k) Plan
Source: https://planprovider.pro/companies/walker-inc-042171186-001

> Walker, INC.'s 401(k) plan: 318 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Walker, INC.

- **Sponsor EIN:** 042171186

- **Sponsor Address:** 1968 CENTRAL AVENUE, NEEDHAM, MA, 02492

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 318

- **Total Assets:** $13.7M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|318|$13.7M|$165,857|$614,191|

| 2023|316|$12.4M|$171,151|$603,074|

| 2022|267|$11.4M|$175,000|$656,255|

## 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|

| AFC PENSIONS, INC.|Recordkeeper|$10,000|$4,860|$14,860|

| EMPOWER ANNUITY INS. CO. OF AMERICA|Recordkeeper|$11,127|—|$11,127|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,987

- **Estimated Expense Ratio:** 0.190% 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|$23,530|—|—|—|—|

| 2023|$8,222|—|—|—|—|

| 2022|$7,532|—|—|—|$7,532|

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