Plan Snapshot
- Plan Sponsor: Wallner Holdings, Corp
- Sponsor EIN: 852314995
- Sponsor Address: 1274 SLATER CIRCLE, ONTARIO, CA, 91761
- Plan Type: DC
- Total Participants: 132
- Total Assets: $80.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 132 | $80.4M | $0 | $0 |
| 2024 | 125 | $63.8M | $0 | $0 |
| 2023 | 119 | $49.6M | $504,379 | $0 |
| 2022 | 120 | $48.8M | $2.3M | $0 |
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 |
|---|---|---|---|---|
| RP&B, INC., APAC | 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 |
|---|---|---|---|---|---|
| 2025 | $1,545 | — | — | — | — |
| 2024 | $315 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |