Plan Snapshot
- Plan Sponsor: Wallcor INC.
- Sponsor EIN: 860934448
- Sponsor Address: 1476 W. HARVARD AVENUE, GILBERT, AZ, 85233
- Plan Type: 401(k)
- Total Participants: 1,119
- Total Assets: $14.5M
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 | 1,119 | $14.5M | $828,871 | $1.7M |
| 2023 | 1,004 | $10.5M | $682,372 | $1.3M |
| 2022 | 700 | $7.7M | $446,960 | $933,980 |
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 |
|---|---|---|---|---|
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — 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 | $86,577 | — | — | — | — |
| 2023 | $60,964 | $1,176 | — | — | — |
| 2022 | $46,798 | $45,332 | — | — | $1,466 |