# Walton Signage, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/walton-signage-ltd-401k-plan

> Walton Signage, Ltd.'s 401(k) plan: 157 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Walton Signage, Ltd.

- **Sponsor EIN:** 742934658

- **Sponsor Address:** 10101 REUNION PLACE, SAN ANTONIO, TX, 78216

- **Plan Type:** 401(k)

- **Total Participants:** 157

- **Total Assets:** $9.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|157|$9.3M|$375,275|$689,460|

| 2023|157|$7.8M|$184,658|$341,306|

## 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|

| WORLD INVESTMENT ADVISORS LLC|ADVISOR|$20,136|—|$20,136|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$18,456|—|$18,456|

| KIMBERLIN COMPANY, PLLC|ACCOUNTANT/ AUDIT|$10,567|—|$10,567|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KIMBERLIN COMPANY, PLLC](https://planprovider.pro/provider/kimberlin-company-pllc) — ACCOUNTANT/ AUDIT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $49,159

- **Estimated Expense Ratio:** 0.528% 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|$49,921|$20,898|—|$10,567|—|

| 2023|$12,869|$4,952|—|—|—|

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