Plan Snapshot
- Plan Sponsor: Walsworth, LLP
- Sponsor EIN: 330337552
- Sponsor Address: 19900 MACARTHUR BLVD, STE 1150, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $28.7M
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 | 112 | $28.7M | $194,676 | $1.3M |
| 2023 | 114 | $25.4M | $226,583 | $1.2M |
| 2022 | 113 | $21.6M | $65,855 | $1.0M |
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 |
|---|---|---|---|---|
| WRIGHT FORD YOUG & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WRIGHT FORD YOUG & CO. — 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 | $57,133 | $32,848 | $24,285 | — | — |
| 2023 | $49,138 | $27,935 | $12,950 | — | — |
| 2022 | $53,412 | $30,790 | $15,838 | — | $6,784 |