Plan Snapshot
- Plan Sponsor: Waltonen Engineering, INC.
- Sponsor EIN: 383386211
- Sponsor Address: 31330 MOUND RD., WARREN, MI, 48092
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $9.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 130 | $9.8M | $182,573 | $707,801 |
| 2023 | 133 | $7.5M | $141,783 | $555,290 |
| 2022 | 116 | $6.1M | $118,105 | $464,027 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — 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 | $933,841 | — | $4,424 | — | — |
| 2023 | $949,096 | — | $3,758 | — | — |
| 2022 | $3,963 | — | — | — | — |