Plan Ledger DOL Form 5500 · updated monthly

Walker Automotive Supply, Inc.401(k)

WALKER AUTOMOTIVE SUPPLY, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN · RALEIGH, NC · plan year 2023

Reported admin expense ratio · 2023
1.42%

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

Walker Automotive Supply, Inc. reported $110,683 in plan administrative expenses for 2023: 1.42% of average plan assets, higher than ~90% of peers. Employer contributions averaged $805 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 2 years on file its reported administrative ratio rose from 1.29% to 1.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in North Carolina (1,215th of 2,005), and 3,145th of 4,246 in wholesale trade. In 2023, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,378,854
Participants with balances760
Active participants580
Employer contributions$466,880
Employee contributions$893,994
Employer contribution per active participant$805
Average account balance$11,025
Benefits paid to participants$1,261,351
Plan auditUnmodified (clean) audit opinion
AuditorBERNARD ROBINSON & COMPANY
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$7.7M · 560 accts · $432K emplr
2023$8.4M · 760 accts · $467K emplr
2022$7.2M · 677 accts · $447K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$80,483
Investment management$20,885
Audit (IQPA)$9,315
Total administrative$110,683
The Walker Automotive Supply, Inc. 401(k) match · 2023
Employer contribution per active participant$805
Median for plans this size$1,308
2024$804 per active participant
2023$805 per active participant
2022$736 per active participant

Walker Automotive Supply, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Custodial (securities)$75,601
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$20,885
BERNARD ROBINSON & COMPANY · Accounting / audit$9,315

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

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025Not separately reported
2024$124,924 · 1.55%
2023$110,683 · 1.42%
2022$98,578 · 1.29%
Same employer
Similar plansWholesale Trade · North Carolina
Snyder Paper Corporation NC$9.6M · 0.25%
Carlton Group, Inc. NC$9.5M · 0.64%
Long Beverage, Inc. NC$7.7M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560611127 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.