# Walters, Balido & Crain, L.L.P DC Plan
Source: https://planprovider.pro/companies/walters-balido-crain-l-l-p-plan-001

> Walters, Balido & Crain, L.L.P's DC plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/brown-rogers-and-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/walters-balido-crain-l-l-p-plan-001)

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