Plan Snapshot
- Plan Sponsor: Walsworth Publishing Company, INC.
- Sponsor EIN: 430718484
- Sponsor Address: 306 NORTH KANSAS AVENUE, MARCELINE, MO, 64658
- Plan Type: DB
- Total Participants: 22
- Total Assets: $43.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 22 | $43.3M | $0 | $0 |
| 2023 | 182 | $61.9M | $5.5M | $0 |
| 2022 | 282 | $71.5M | $743,910 | $0 |
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 | $897,535 | $173,133 | — | — | — |
| 2023 | $629,139 | $228,327 | — | — | — |
| 2022 | $874,209 | $243,230 | $36,555 | — | — |