# Welker, INC. 401(k) Plan
Source: https://planprovider.pro/companies/welker-inc-401k-plan

> Welker, INC.'s 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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