# Wall & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wall-associates-inc-401k-plan-001-5372

> Wall & Associates, INC.'s 401(k) plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wall & Associates, INC.

- **Sponsor EIN:** 541885372

- **Sponsor Address:** P.O. BOX 747, MARSHALL, VA, 20116

- **Plan Type:** 401(k)

- **Total Participants:** 16

- **Total Assets:** $2.3M

## 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|16|$2.3M|$99,405|$49,540|

| 2023|30|$3.1M|$70,456|$104,712|

| 2022|45|$3.2M|$52,102|$102,792|

## 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|

| BETHKE CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BETHKE CPA, LLC](https://planprovider.pro/provider/bethke-cpa-llc) — 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|$16,421|—|$4,773|—|—|

| 2023|$19,724|—|$7,529|—|—|

| 2022|$25,347|—|$5,283|—|—|

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