Plan Snapshot
- Plan Sponsor: Walsh Duffield Companies, INC.
- Sponsor EIN: 160413770
- Sponsor Address: 801 MAIN STREET, BUFFALO, NY, 142031215
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $33.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 101 | $33.9M | $661,789 | $968,419 |
| 2023 | 124 | $30.9M | $636,347 | $919,393 |
| 2022 | 111 | $28.5M | $578,261 | $831,573 |
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 |
|---|---|---|---|---|
| CHIAMPOU TRAVIS BESAW KERSHNER LLP | 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 | $38,023 | — | $38,023 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |