Plan Snapshot
- Plan Sponsor: Walzcraft Industries, INC
- Sponsor EIN: 391416593
- Sponsor Address: P.O. BOX 1748, LACROSSE, WI, 54602
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $16.7M
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 | 207 | $16.7M | $94,221 | $900,043 |
| 2023 | 206 | $16.7M | $95,746 | $872,752 |
| 2022 | 227 | $14.6M | $103,468 | $892,922 |
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 |
|---|---|---|---|---|
| HAWKINS ASH CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPA'S — 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 | $82,826 | $45,211 | $37,615 | — | — |
| 2023 | $79,742 | $41,019 | $38,723 | — | — |
| 2022 | $80,487 | $41,955 | $38,532 | — | — |