# Walsh Duffield Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/walsh-duffield-companies-inc-plan

> Walsh Duffield Companies, INC.'s 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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