Plan Snapshot
- Plan Sponsor: Walsworth Publishing Company, INC.
- Sponsor EIN: 430718484
- Sponsor Address: 306 NORTH KANSAS, MARCELINE, MO, 64658
- Plan Type: 401(k)
- Total Participants: 1,297
- Total Assets: $142.0M
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 | 1,297 | $142.0M | $2.3M | $5.6M |
| 2023 | 1,197 | $131.3M | $2.4M | $5.3M |
| 2022 | 1,227 | $119.2M | $3.0M | $5.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $1,210 | — | $300 | — | — |
| 2023 | $1,975 | — | $1,200 | — | — |
| 2022 | $3,125 | — | — | — | — |