Plan Ledger DOL Form 5500 · updated monthly

Walton Communities, LLC401(k)

WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Walton Communities, LLC reported $11,538 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,626 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 0.04% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 506th-largest of 2,160 plans among Georgia employers on file, and the 318th of 2,096 in real estate & leasing. In 2024, the employer put in $1.86 for every $1.00 employees contributed themselves; active participation has grown from 304 to 339 since 2022.

Plan summary
Net assets, end of year$44,808,145
Participants with balances408
Active participants339
Employer contributions$2,924,110
Employee contributions$1,572,540
Employer contribution per active participant$8,626
Average account balance$109,824
Benefits paid to participants$3,040,800
Plan auditUnmodified (clean) audit opinion
AuditorBRIDGES AND DUNN-RANKIN, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$44.8M · 408 accts · $2.9M emplr
2023$38.0M · 419 accts · $2.7M emplr
2022$30.5M · 409 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,538
Total administrative$11,538
The Walton Communities, LLC 401(k) match · 2024
Employer contribution per active participant$8,626
Median for plans this size$2,416
2024$8,626 per active participant
2023$8,299 per active participant
2022$7,884 per active participant

Walton Communities, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20243
G.W. HENSSLER & ASSOCIATES, LTD.indirect comp
SCP RETIREMENT SERVICES, LLC · Other servicesindirect comp
VOYA RETIREMENT INS AND ANNUITY CO · Investment advisory (plan)indirect comp

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$11,538 · 0.03%
2023$8,750 · 0.03%
2022$12,400 · 0.04%
Same employer
Similar plansReal Estate & Leasing · Georgia
Cortland Holdings, LLC GA$57.1M · 0.79%
Cousins Employees, LLC GA$51.1M · 0.13%
Selig Enterprises, Inc. GA$47.7M · 0.08%
Rangewater Real Estate, LLC GA$44.8M · 0.74%
Daniel Rp Management, LLC GA$29.5M · 0.46%
Firstkey Homes LLC GA$28.2M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582437674 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.