# Walton Communities, LLC 401(k) Plan
Source: https://planprovider.pro/companies/walton-communities-llc-401k-plan

> Walton Communities, LLC's 401(k) plan: 339 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| G.W. HENSSLER & ASSOCIATES, LTD.|SERVICE PROVIDER|—|$111,281|$111,281|

| SCP RETIREMENT SERVICES, LLC|THIRD PARTY ADMINISTRATO|—|$19,253|$19,253|

| VOYA RETIREMENT INS AND ANNUITY CO|SERVICE PROVIDER|—|$5,622|$5,622|

| 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:** $136,156

- **Estimated Expense Ratio:** 0.304% 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|$11,538|—|$11,538|—|—|

| 2023|$8,750|—|$8,750|—|—|

| 2022|$12,400|—|$12,400|—|—|

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