Plan Snapshot
- Plan Sponsor: Walters & Wolf Glass Company
- Sponsor EIN: 942507766
- Sponsor Address: 41450 BOSCELL ROAD, FREMONT, CA, 945383103
- Plan Type: DC
- Total Participants: 316
- Total Assets: $123.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 316 | $123.4M | $2.6M | $3.0M |
| 2023 | 380 | $127.0M | $1.7M | $3.1M |
| 2022 | 409 | $112.1M | $2.6M | $3.2M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY, LLC | INVESTMENT ADVISOR | $190,305 | — | $190,305 |
| PLAN DESIGN CONSULTANTS INC | CONTRACT ADMIN | $18,612 | — | $18,612 |
| CAPITAL GROUP RETIREMENT PLAN | RECORDKEEPER | $6,062 | — | $6,062 |
| TYS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY, LLC — INVESTMENT ADVISOR
- TYS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $214,979
- Estimated Expense Ratio: 0.174% 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 | $456,059 | — | $456,059 | — | — |
| 2023 | $178,282 | — | $178,282 | — | — |
| 2022 | $373,715 | — | $373,715 | — | — |