Plan Snapshot
- Plan Sponsor: Walters Recycling And Refuse, INC.
- Sponsor EIN: 411605639
- Sponsor Address: 2830 - 101ST AVENUE NE, BLAINE, MN, 55449
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 154 | $8.7M | $459,299 | $780,298 |
| 2023 | 154 | $6.4M | $401,546 | $675,895 |
| 2022 | 138 | $5.2M | $143,493 | $557,505 |
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 |
|---|---|---|---|---|
| COPELAND BUHL & COMPANY PLLP | 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 | $12,525 | — | $12,075 | — | — |
| 2023 | $9,650 | — | $7,275 | — | — |
| 2022 | $8,775 | — | — | — | $8,775 |