Plan Snapshot
- Plan Sponsor: Walpole, INC.
- Sponsor EIN: 591305687
- Sponsor Address: P. O. BOX 1177, OKEECHOBEE, FL, 34973
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $9.7M
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 | 290 | $9.7M | $491,246 | $864,914 |
| 2023 | 305 | $8.4M | $416,389 | $752,665 |
| 2022 | 272 | $7.4M | $366,819 | $641,554 |
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 |
|---|---|---|---|---|
| CRI, CARR, RIGGS & INGRAM, LLC | 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 | $57,793 | $21,139 | — | — | — |
| 2023 | $45,712 | $19,238 | — | — | — |
| 2022 | $42,296 | $16,479 | $25,817 | — | — |