Plan Snapshot
- Plan Sponsor: Walton Communities, LLC
- Sponsor EIN: 582437674
- Sponsor Address: 2281 AKERS MILL RD., ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $44.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 339 | $44.8M | $2.9M | $1.6M |
| 2023 | 323 | $38.0M | $2.7M | $1.6M |
| 2022 | 304 | $30.5M | $2.4M | $1.5M |
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 |
|---|---|---|---|---|
| BRIDGES AND DUNN-RANKIN, LLP | 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 | $11,538 | — | $11,538 | — | — |
| 2023 | $8,750 | — | $8,750 | — | — |
| 2022 | $12,400 | — | $12,400 | — | — |