Plan Snapshot
- Plan Sponsor: Welker, INC.
- Sponsor EIN: 741760465
- Sponsor Address: 13839 WEST BELLFORT, SUGAR LAND, TX, 77498
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $14.5M
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 | 103 | $14.5M | $287,535 | $517,795 |
| 2023 | 83 | $13.6M | $240,393 | $426,520 |
| 2022 | 106 | $11.4M | $234,673 | $386,449 |
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 |
|---|---|---|---|---|
| THE AIMPOINT GROUP | TPA | — | $12,153 | $12,153 |
| CALVIN MARTIN & COMPANY, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,153
- Estimated Expense Ratio: 0.084% 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 | $5,612 | $14 | $5,098 | — | — |
| 2023 | $12,262 | $7,537 | $3,875 | — | — |
| 2022 | $4,213 | — | $4,213 | — | — |