Plan Snapshot
- Plan Sponsor: Wescon Controls, LLC
- Sponsor EIN: 460808728
- Sponsor Address: 2533 S WEST STREET, WICHITA, KS, 67217
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $14.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 136 | $14.9M | $387,156 | $553,137 |
| 2023 | 156 | $15.5M | $446,717 | $701,234 |
| 2022 | 168 | $14.7M | $459,816 | $747,556 |
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 |
|---|---|---|---|---|
| ALLEN, GIBBS & HOULIK, L.C. | Auditor | — | — | $0 |
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 | $92,045 | $87,867 | — | — | — |
| 2023 | $91,497 | $86,038 | $5,459 | — | — |
| 2022 | $101,625 | $98,113 | $3,512 | — | — |