Plan Snapshot
- Plan Sponsor: Walsh Construction Company
- Sponsor EIN: 362231526
- Sponsor Address: 929 WEST ADAMS STREET, CHICAGO, IL, 60607
- Plan Type: 401(k)
- Total Participants: 4,511
- Total Assets: $610.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 4,511 | $610.9M | $16.4M | $36.1M |
| 2023 | 4,698 | $521.7M | $14.6M | $32.2M |
| 2022 | 4,002 | $416.4M | $13.1M | $29.0M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | RETAINED BY EMPLOYER | $549,041 | — | $549,041 |
| CENTAURUS FINANCIAL | RETAINED BY EMPLOYER | $300,000 | — | $300,000 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SRVCS — RETAINED BY EMPLOYER
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $849,041
- Estimated Expense Ratio: 0.139% 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 | $849,041 | $448,466 | $400,575 | — | — |
| 2023 | $1,637,723 | $341,212 | $1,296,511 | — | — |
| 2022 | $831,963 | $472,540 | $359,423 | — | — |