Plan Snapshot
- Plan Sponsor: Walter P. Rawl & Sons, INC.
- Sponsor EIN: 562043532
- Sponsor Address: 824 FAIRVIEW ROAD, PELION, SC, 29123
- Plan Type: 401(k)
- Total Participants: 646
- Total Assets: $14.0M
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 | 646 | $14.0M | $421,212 | $780,305 |
| 2023 | 690 | $11.7M | $410,280 | $774,100 |
| 2022 | 559 | $9.6M | $369,209 | $716,767 |
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 |
|---|---|---|---|---|
| MAULDIN & JENKINS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAULDIN & JENKINS, 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 | $85,563 | — | $85,563 | — | — |
| 2023 | $69,496 | — | $69,496 | — | — |
| 2022 | $69,524 | $27,526 | $41,998 | — | — |