# Walsh Construction Co. 401(k) Plan
Source: https://planprovider.pro/companies/walsh-construction-co-930633107-003

> Walsh Construction Co.'s 401(k) plan: 373 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Walsh Construction Co.

- **Sponsor EIN:** 930633107

- **Sponsor Address:** 2905 SW FIRST AVENUE, PORTLAND, OR, 972014707

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

- **Plan Number:** 003

- **Total Participants:** 373

- **Total Assets:** $158.7M

## 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|373|$158.7M|$2.9M|$4.0M|

| 2023|419|$144.7M|$2.6M|$4.0M|

| 2022|545|$132.2M|$2.8M|$3.8M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|Recordkeeper|$51,954|—|$51,954|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $51,954

- **Estimated Expense Ratio:** 0.033% of plan assets

### 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|$51,954|—|—|—|—|

| 2023|$53,131|—|—|—|—|

| 2022|$26,231|—|—|—|—|

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