Plan Ledger DOL Form 5500 · updated monthly

Walker & Dunlop, LLC401(k)

WALKER & DUNLOP, LLC RETIREMENT SAVINGS PLAN · BETHESDA, MD · plan year 2025

Reported admin expense ratio · 2025
0.07%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Walker & Dunlop, LLC reported $208,676 in plan administrative expenses for 2025: 0.07% of average plan assets, below the peer median. Employer contributions averaged $3,479 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.073%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other finance & insurance employers. By assets it is the 57th-largest of 1,671 plans among Maryland employers on file, and the 435th of 4,798 in finance & insurance. In 2025, employees put in $4.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$311,337,734
Participants with balances1,832
Active participants1,422
Employer contributions$4,947,255
Employee contributions$21,532,061
Employer contribution per active participant$3,479
Average account balance$169,944
Benefits paid to participants$24,522,691
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$311.3M · 1,832 accts · $4.9M emplr
2024$260.4M · 1,748 accts · $4.6M emplr
2023$212.7M · 1,641 accts · $4.8M emplr
2022$166.5M · 1,669 accts · $5.0M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$128,676
Investment management$80,000
Total administrative$208,676
The Walker & Dunlop, LLC 401(k) match · 2025
Employer contribution per active participant$3,479
Median for plans this size$4,295
2025$3,479 per active participant
2024$3,361 per active participant
2023$3,675 per active participant
2022$3,526 per active participant

Walker & Dunlop, LLC's 2025 employer contribution ran below the $4,295 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$128,676
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$80,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$208,676 · 0.07%
2024$160,518 · 0.07%
2023$111,534 · 0.06%
2022$120,819 · 0.07%
Same employer
Similar plansFinance & Insurance · Maryland
Carefirst, Inc. MD$1.1B · 0.06%
Nasdaq, Inc. MD$984.3M · 0.05%
Sandy Spring Bancorp, Inc MD$227.8M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800312140 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.