Plan Snapshot
- Plan Sponsor: Walton Enterprises, LLC
- Sponsor EIN: 621665434
- Sponsor Address: 110 NW 2ND STREET, SUITE 300, BENTONVILLE, AR, 72712
- Plan Type: 401(k)
- Total Participants: 554
- Total Assets: $108.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 554 | $108.9M | $8.8M | $8.0M |
| 2023 | 605 | $110.1M | $9.6M | $11.1M |
| 2022 | 837 | $81.5M | $7.5M | $8.8M |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — Auditor
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 | -$20,890 | — | $300 | — | — |
| 2023 | -$19,548 | — | — | — | — |
| 2022 | $40,986 | — | — | — | — |