# Walsh Gallegos Kyle Robinson & Roalson P.C. 401(k) Plan
Source: https://planprovider.pro/companies/walsh-gallegos-trevino-russo-kyle-p-c-401k-plan

> Walsh Gallegos Kyle Robinson & Roalson P.C.'s 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Walsh Gallegos Kyle Robinson & Roalson P.C.

- **Sponsor EIN:** 742279224

- **Sponsor Address:** 1020 NORTHEAST LOOP 410, SAN ANTONIO, TX, 78209

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

- **Total Participants:** 128

- **Total Assets:** $41.4M

## 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|128|$41.4M|$740,034|$915,219|

| 2023|132|$42.0M|$1.1M|$990,294|

| 2022|120|$35.7M|$1.0M|$927,518|

## 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 LIFE INSURANCE COMPANY|RECORDKEEPER|$175,607|—|$175,607|

| CROWE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $175,607

- **Estimated Expense Ratio:** 0.424% 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|$152,799|—|$4,025|—|—|

| 2023|$136,938|—|$136,938|—|—|

| 2022|$124,794|—|$124,794|—|—|

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