Plan Snapshot
- Plan Sponsor: Walker International Transportation, LLC
- Sponsor EIN: 113495847
- Sponsor Address: 70 EAST SUNRISE HIGHWAY, SUITE 611, VALLEY STREAM, NY, 11581
- Plan Type: 401(k)
- Total Participants: 453
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 453 | $11.9M | $603,204 | $1.2M |
| 2023 | 149 | $8.7M | $353,143 | $733,512 |
| 2022 | 121 | $6.5M | $264,848 | $586,176 |
| 2020 | 108 | $6.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
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 | $58,296 | — | — | — | — |
| 2023 | $1,290 | — | $1,290 | — | — |
| 2022 | $1,530 | — | $1,530 | — | — |
| 2020 | $390 | — | $390 | — | — |