Plan Snapshot
- Plan Sponsor: Walker-Miller Energy Services, LLC
- Sponsor EIN: 383381940
- Sponsor Address: 8045 2ND AVENUE, DETROIT, MI, 48202
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $6.4M
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. |
|---|---|---|---|---|
| 2024 | 187 | $6.4M | $462,602 | $874,950 |
| 2023 | 159 | $4.8M | $503,665 | $868,344 |
| 2022 | 207 | $2.7M | $327,299 | $551,245 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $45,824 | — | $8,343 | — | — |
| 2023 | $21,205 | — | $10,025 | — | — |
| 2022 | $10,072 | $3,699 | $4,373 | — | $2,000 |