# March-Westin Company, INC. DC Plan
Source: https://planprovider.pro/companies/march-westin-company-inc-550642527-003

> March-Westin Company, INC.'s DC plan: 85 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** March-Westin Company, INC.

- **Sponsor EIN:** 550642527

- **Sponsor Address:** 360 FRONTIER AVENUE, MORGANTOWN, WV, 265053008

- **Plan Type:** DC

- **Plan Number:** 003

- **Total Participants:** 85

- **Total Assets:** $19.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|85|$19.2M|$770,000|$0|

| 2023|90|$15.8M|$500,000|$0|

| 2022|86|$15.3M|$560,000|$0|

## 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|

| FIRST UNITED BANK & TRUST|Other Service Provider|$18,285|—|$18,285|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,285

- **Estimated Expense Ratio:** 0.095% of plan assets

### 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|$26,062|$26,062|—|—|—|

| 2023|$27,827|$27,827|—|—|—|

| 2022|$21,518|$21,518|—|—|—|

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