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

> Walker Information, INC.'s 401(k) plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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