Plan Snapshot
- Plan Sponsor: Walsh Jesuit High School
- Sponsor EIN: 340947373
- Sponsor Address: 4550 WYOGA LAKE ROAD, CUYAHOGA FALLS, OH, 44224
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 148 | $12.4M | $329,718 | $783,390 |
| 2023 | 133 | $11.5M | $327,212 | $793,321 |
| 2022 | 129 | $10.2M | $313,038 | $825,055 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
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 | $45,222 | $26,970 | — | — | — |
| 2023 | $42,258 | $25,761 | — | — | — |
| 2022 | $44,866 | $478 | — | — | — |