# East West Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/east-west-partners-llc-401k-plan

> East West Partners, LLC's 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** East West Partners, LLC

- **Sponsor EIN:** 841128572

- **Sponsor Address:** P.O. DRAWER 2770, AVON, CO, 81620

- **Plan Type:** 401(k)

- **Total Participants:** 131

- **Total Assets:** $27.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|131|$27.4M|$279,666|$1.5M|

| 2023|133|$24.1M|$335,446|$1.6M|

| 2022|140|$19.8M|$227,996|$1.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$79,872|$53,749|—|—|—|

| 2023|$72,848|$48,658|—|—|—|

| 2022|$74,500|$2,531|—|—|—|

## Similar Plans

- [Nge Co.](https://planprovider.pro/companies/nge-co-401k-plan) — 145 participants

- [Engrain, INC.](https://planprovider.pro/companies/engrain-inc-401k-plan) — 148 participants

- [A360 INC.](https://planprovider.pro/companies/a360-inc-401k-plan) — 110 participants

- [Terra Management Group L L C](https://planprovider.pro/companies/terra-management-group-l-l-c-401k-plan) — 75 participants

- [Skyline Property Management, INC.](https://planprovider.pro/companies/skyline-property-management-inc-401k-plan) — 61 participants

- [The Baessler Group, Pbc](https://planprovider.pro/companies/the-baessler-group-pbc-401k-plan) — 57 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/east-west-partners-llc-401k-plan)

© 2026 PlanProvider.Pro