Plan Snapshot
- Plan Sponsor: Extended Care Hospital Of Westminster
- Sponsor EIN: 953139953
- Sponsor Address: 206 HOSPITAL CIRCLE, WESTMINSTER, CA, 92683
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 127 | $4.0M | $47,618 | $277,855 |
| 2023 | 120 | $3.9M | $30,680 | $172,069 |
| 2022 | 121 | $4.1M | $62,707 | $395,889 |
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 |
|---|---|---|---|---|
| BAS PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS — 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 | $11,811 | — | — | — | — |
| 2023 | $11,275 | — | — | — | — |
| 2022 | $15,467 | — | — | — | — |