Wall Family Enterprise 401(k) match, vesting and fees
What Wall Family Enterprise's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 502 defined-contribution plans in retail trade with 500 to 999 participants.
| Wall Family Enterprise: employer contribution per participant | $2,214 | |
| Peer median | $928 |
| Wall Family Enterprise: average balance | $129,005 | |
| Peer median | $40,685 |
| Wall Family Enterprise: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $70M at the end of plan year 2021 to $77.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 606 | $77.1M | $1.3M | $2,214 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 608 | $66M | $1.2M | $1,940 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 596 | $56.6M | $1.2M | $2,019 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 583 | $70M | $1.2M | $2,132 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does Wall Family Enterprise match 401(k) contributions?
The match terms for the Wall Family Enterprise Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $2,214 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wall Family Enterprise 401(k) match vested?
The vesting schedule for the Wall Family Enterprise Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wall Family Enterprise 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Wall Family Enterprise Inc..
I left Wall Family Enterprise. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wall Family Enterprise Inc., (608) 241-1201) or the recordkeeper, Empower Annuity Insurance Company. The Wall Family Enterprise old 401(k) page lists the contacts from every plan filing. Find an old Wall Family Enterprise 401(k)
Data from the public Form 5500 annual reports Wall Family Enterprise filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Wall Family Enterprise. Not financial advice. Report a correction · Methodology