Plan Snapshot
- Plan Sponsor: Walker Manufacturing Company
- Sponsor EIN: 840690193
- Sponsor Address: 5925 EAST HARMONY ROAD, FORT COLLINS, CO, 80528
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 182
- Total Assets: $9.1M
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 | 182 | $9.1M | $0 | $0 |
| 2024 | 187 | $9.9M | $0 | $461,214 |
| 2023 | 214 | $8.9M | $0 | $487,563 |
| 2022 | 194 | $7.2M | $0 | $506,719 |
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 |
|---|---|---|---|---|
| EDWARD JONES | Investment Advisor | $23,577 | — | $23,577 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,577
- Estimated Expense Ratio: 0.260% 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 |
|---|---|---|---|---|---|
| 2025 | $3,085,567 | $23,577 | — | — | — |
| 2024 | $22,754 | $22,754 | — | — | — |
| 2023 | $18,850 | $18,850 | — | — | — |
| 2022 | $19,994 | $19,994 | — | — | — |