# Wescom Central Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/wescom-central-credit-union-401k-plan

> Wescom Central Credit Union's 401(k) plan: 972 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wescom Central Credit Union

- **Sponsor EIN:** 951288265

- **Sponsor Address:** 123 S. MARENGO AVE, PASADENA, CA, 91101

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

- **Total Participants:** 972

- **Total Assets:** $178.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|972|$178.1M|$5.6M|$7.9M|

| 2023|890|$147.3M|$5.7M|$7.2M|

| 2022|848|$123.1M|$4.9M|$6.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$99,636|—|$99,636|

| SAGEVIEW ADVISORY GROUP, LLC|CONSULTANT|$32,500|—|$32,500|

| STRATEGIC ADVISORS, INC.|ADVISOR|$20,554|—|$20,554|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — CONSULTANT

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $152,690

- **Estimated Expense Ratio:** 0.086% 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|$152,690|$20,554|—|—|—|

| 2023|$130,165|$15,173|$300|—|—|

| 2022|$139,785|$11,003|—|—|—|

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