Plan Snapshot
- Plan Sponsor: Walker Medical Diagnostics, LLC
- Sponsor EIN: 223940002
- Sponsor Address: 1450 JONES DAIRY ROAD, BUILDING 600, JASPER, AL, 35501
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $24.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 68 | $24.0M | $421,868 | $352,541 |
| 2023 | 69 | $25.0M | $430,609 | $344,664 |
| 2022 | 70 | $22.7M | $432,730 | $350,293 |
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 |
|---|---|---|---|---|
| KELLUM, NELSON, WILSON & ASSOC, 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 | $165,417 | $165,417 | — | — | — |
| 2023 | $137,116 | $137,116 | — | — | — |
| 2022 | $148,848 | $148,848 | — | — | — |