# Warner Pacific Insurance Service 401(k) Plan
Source: https://planprovider.pro/companies/warner-pacific-insurance-service-401k-plan

> Warner Pacific Insurance Service's 401(k) plan: 515 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Warner Pacific Insurance Service

- **Sponsor EIN:** 953959252

- **Sponsor Address:** 32110 AGOURA ROAD, WESTLAKE VILLAGE, CA, 91361

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

- **Total Participants:** 515

- **Total Assets:** $49.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|515|$49.4M|$581,446|$3.5M|

| 2023|355|$45.5M|$521,811|$3.2M|

| 2022|340|$36.9M|$462,241|$2.8M|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|—|$137,726|$137,726|

| ADP, INC.|RECORD KEEPER|$49,935|—|$49,935|

| HCVT CERTIFIED PUBLIC ACCOUNTANTS|ACCOUNTANT|$10,800|—|$10,800|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [HCVT CERTIFIED PUBLIC ACCOUNTANTS](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $198,461

- **Estimated Expense Ratio:** 0.401% 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|$60,735|$10,800|—|—|—|

| 2023|$56,399|$9,450|—|—|—|

| 2022|$44,017|—|—|—|—|

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