Plan Snapshot
- Plan Sponsor: West Bend Insurance Company
- Sponsor EIN: 390698170
- Sponsor Address: 1900 S 18TH AVE, WEST BEND, WI, 530958796
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 2,001
- Total Assets: $538.2M
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. |
|---|---|---|---|---|
| 2025 | 2,001 | $538.2M | $0 | $0 |
| 2024 | 1,662 | $463.0M | $15.5M | $15.5M |
| 2023 | 1,628 | $411.8M | $15.0M | $14.5M |
| 2022 | 1,554 | $353.5M | $14.1M | $13.3M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | Investment Advisor | $105,078 | — | $105,078 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,078
- Estimated Expense Ratio: 0.020% 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 |
|---|---|---|---|---|---|
| 2025 | $40,425,288 | $105,078 | — | — | — |
| 2024 | $103,485 | $78,109 | $300 | — | — |
| 2023 | $1,370 | $66,821 | $300 | — | — |
| 2022 | $71,623 | $71,623 | — | — | — |