# Walters & Wolf Glass Company DC Plan
Source: https://planprovider.pro/companies/walters-wolf-glass-company-plan-001

> Walters & Wolf Glass Company's DC plan: 316 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [TYS, LLP](https://planprovider.pro/provider/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|—|—|

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