Plan Snapshot
- Plan Sponsor: Municipal Authority Of Westmoreland
- Sponsor EIN: 256003829
- Sponsor Address: PO BOX 730, GREENSBURG, PA, 15601
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $17.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 222 | $17.2M | $1.1M | $1.6M |
| 2023 | 215 | $13.2M | $945,797 | $1.4M |
| 2022 | 192 | $9.3M | $755,563 | $1.2M |
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 |
|---|---|---|---|---|
| DELUZIO & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELUZIO & CO — 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 | $76,909 | $47,787 | $29,122 | — | — |
| 2023 | $55,106 | $34,288 | $20,818 | — | — |
| 2022 | $45,971 | — | $45,971 | — | — |