Plan Snapshot
- Plan Sponsor: Wesco Group LLC
- Sponsor EIN: 911167125
- Sponsor Address: 20917 63RD AVENUE W, SUITE 101, LYNNWOOD, WA, 98046
- Plan Type: 401(k)
- Total Participants: 479
- Total Assets: $22.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 479 | $22.2M | $745,318 | $1.3M |
| 2023 | 452 | $19.9M | $663,600 | $1.2M |
| 2022 | 467 | $18.4M | $632,063 | $1.1M |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $133,811 | $62,822 | — | — | — |
| 2023 | $115,064 | $56,605 | $55,460 | — | — |
| 2022 | $111,680 | — | $53,513 | — | $55,317 |