# Walters Management Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/walters-management-company-inc-401k-plan

> Walters Management Company, INC.'s 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Walters Management Company, INC.

- **Sponsor EIN:** 222544115

- **Sponsor Address:** 500 BARNEGAT BLVD. NORTH, BLDG. 100, BARNEGAT, NJ, 08005

- **Plan Type:** 401(k)

- **Total Participants:** 111

- **Total Assets:** $12.4M

## 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|111|$12.4M|$326,161|$515,489|

| 2023|100|$11.6M|$292,660|$469,533|

| 2022|82|$9.6M|$278,493|$444,929|

## 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|

| RTD FINANCIAL ADVISORS, INC.|INVESTMENT ADVISOR|$33,829|—|$33,829|

| FUTUREPLAN BY ASCENSUS|CONTRACT ADMIN|$12,973|—|$12,973|

| EMPOWER ANNUITY INS. CO. OF AMERICA|RECORDKEEPER|$9,851|—|$9,851|

| COHNREZNICK LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $56,653

- **Estimated Expense Ratio:** 0.459% of plan assets

### 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|$100,578|—|$100,578|—|—|

| 2023|$46,047|—|$85,482|—|—|

| 2022|$52,933|—|$52,933|—|—|

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