Plan Ledger DOL Form 5500 · updated monthly

Walker Information, Inc.401(k)

WISER PLAN - WALKER INFORMATION SAVINGS EMPLOYEE RETIREMENT PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Walker Information, Inc. reported $44,483 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $2,359 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 fell from 0.24% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 429th-largest of 1,562 plans among Indiana employers on file, and the 4,178th of 11,654 in professional & technical services. In 2024, employees put in $4.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,065,880
Participants with balances183
Active participants124
Employer contributions$292,488
Employee contributions$1,195,341
Employer contribution per active participant$2,359
Average account balance$164,294
Benefits paid to participants$3,519,592
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.1M · 183 accts · $292K emplr
2023$27.5M · 185 accts · $282K emplr
2022$22.7M · 202 accts · $309K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,927
Investment management$2,556
Total administrative$44,483
The Walker Information, Inc. 401(k) match · 2024
Employer contribution per active participant$2,359
Median for plans this size$2,416
2024$2,359 per active participant
2023$2,331 per active participant
2022$2,268 per active participant

Walker Information, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,927
PROCOURSE FIDUCIARY ADVISORS, LLC · Investment advisory (plan)$13,000

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

Administrative cost history3
2024$44,483 · 0.15%
2023$54,471 · 0.22%
2022$58,395 · 0.24%
Same employer
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Highpoint Digital, Inc. IN$30.3M · 0.34%
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Source: U.S. Department of Labor, Form 5500 series, EIN 351108109 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.