Plan Snapshot
- Plan Sponsor: Walker Information, INC.
- Sponsor EIN: 351108109
- Sponsor Address: 8940 RIVER CROSSING BLVD., INDIANAPOLIS, IN, 46240
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $30.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 124 | $30.1M | $292,488 | $1.2M |
| 2023 | 121 | $27.5M | $282,099 | $1.2M |
| 2022 | 136 | $22.7M | $308,505 | $1.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | 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 | $44,483 | $2,556 | — | — | — |
| 2023 | $54,471 | $2,174 | — | $7,500 | — |
| 2022 | $58,395 | $2,120 | — | — | — |