Plan Snapshot
- Plan Sponsor: Wescom Central Credit Union
- Sponsor EIN: 951288265
- Sponsor Address: 123 S. MARENGO, PASADENA, CA, 91101
- Plan Type: DB
- Total Participants: 92
- Total Assets: $22.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 92 | $22.3M | $0 | $0 |
| 2023 | 95 | $23.9M | $0 | $0 |
| 2022 | 101 | $23.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| BAKER TILLY, US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $136,719 | $57,592 | $39,030 | — | — |
| 2023 | $156,771 | $59,619 | $58,752 | — | — |
| 2022 | $168,755 | $71,270 | — | — | $61,581 |