Plan Snapshot
- Plan Sponsor: Walters, Balido & Crain, L.L.P
- Sponsor EIN: 611497895
- Sponsor Address: 10440 NORTH CENTRAL EXPRESSWAY, DALLAS, TX, 75231
- Plan Type: DC
- Total Participants: 139
- Total Assets: $22.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 139 | $22.4M | $917,077 | $1.1M |
| 2023 | 107 | $18.8M | $800,447 | $904,477 |
| 2022 | 101 | $18.0M | $726,724 | $803,500 |
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 |
|---|---|---|---|---|
| BROWN ROGERS & CO LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN ROGERS & CO 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 | $3,910 | — | $3,910 | — | — |
| 2023 | $3,871 | — | — | — | — |
| 2022 | $2,303 | — | $2,303 | — | — |