Plan Snapshot
- Plan Sponsor: Walsh Brothers, INC.
- Sponsor EIN: 042171684
- Sponsor Address: 210 COMMERCIAL STREET, BOSTON, MA, 02109
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $36.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 214 | $36.8M | $723,116 | $1.7M |
| 2023 | 189 | $30.0M | $111,585 | $1.4M |
| 2022 | 177 | $25.1M | $607,551 | $1.2M |
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 |
|---|---|---|---|---|
| MAMACOS, BYSIEWICZ & ASSOCIATES 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 | $96,847 | $8,248 | $88,199 | — | — |
| 2023 | $78,423 | $7,226 | $70,997 | — | — |
| 2022 | $79,606 | — | — | — | — |