# The Western Union Company 401(k) Plan
Source: https://planprovider.pro/companies/the-western-union-company-401k-plan

> The Western Union Company's 401(k) plan: 1,368 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Western Union Company

- **Sponsor EIN:** 204531180

- **Sponsor Address:** 7001 E. BELLEVIEW AVE., HQ-14, DENVER, CO, 80237

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

- **Total Participants:** 1,368

- **Total Assets:** $446.9M

## 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|1,368|$446.9M|$830,150|$18.6M|

| 2023|1,372|$427.8M|$4,928|$17.5M|

| 2022|1,283|$400.1M|$2.2M|$21.0M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$143,501|—|$143,501|

| INNOVEST PORTFOLIO SOLUTIONS L|NONE|$75,000|—|$75,000|

| VANTAGE CONSULTING|NONE|$60,000|—|$60,000|

| FISHER INVESTMENTS|NONE|$33,861|—|$33,861|

| NORTHERN TRUST COMPANY|NONE|$31,306|—|$31,306|

| BAKER TILLY US,LLP|Auditor|$16,800|—|$16,800|

| MOSS ADAMS LLP|NONE|$16,800|—|$16,800|

| FINANCIAL ENGINES ADVISORS LLC|NONE|$12,881|—|$12,881|

| LIFEPRO ASSET MANAGEMENT LLC|NONE|$10,269|—|$10,269|

| FLEXIBLE PLAN INVESTMENTS LTD|NONE|$9,243|—|$9,243|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [BAKER TILLY US,LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $409,661

- **Estimated Expense Ratio:** 0.092% 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|$404,203|$135,000|$100,277|$16,800|—|

| 2023|$399,838|$134,950|$110,483|—|—|

| 2022|$334,811|$109,377|—|—|$21,754|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-western-union-company-401k-plan)

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