Plan Snapshot
- Plan Sponsor: Walsh Trucking Company Ltd
- Sponsor EIN: 930744115
- Sponsor Address: 1650 NW SUNDIAL RD, TROUTDALE, OR, 970609531
- Plan Type: 401(k)
- Total Participants: 520
- Total Assets: $13.7M
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 | 520 | $13.7M | $125,277 | $944,768 |
| 2023 | 482 | $12.7M | $127,554 | $872,454 |
| 2022 | 474 | $10.2M | $123,706 | $797,591 |
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 |
|---|---|---|---|---|
| JONES & ROTH, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH, PC — 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 | $44,985 | $24,101 | $20,884 | — | — |
| 2023 | $39,185 | — | $39,185 | — | — |
| 2022 | $36,338 | — | $36,338 | — | — |