Plan Snapshot
- Plan Sponsor: Walsh Door And Hardware Company
- Sponsor EIN: 421113350
- Sponsor Address: 2600 DELAWARE AVE, DES MOINES, IA, 503173532
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $13.1M
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 | 152 | $13.1M | $442,564 | $898,165 |
| 2023 | 125 | $10.7M | $360,853 | $694,625 |
| 2022 | 115 | $8.4M | $299,737 | $575,621 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $58,213 | — | $58,213 |
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISORY | — | $35,525 | $35,525 |
| UHY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,738
- Estimated Expense Ratio: 0.714% 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 | $58,213 | — | $58,213 | — | — |
| 2023 | $47,425 | — | $47,425 | — | — |
| 2022 | $43,072 | — | $43,072 | — | — |