Plan Snapshot
- Plan Sponsor: West Central Services, INC.
- Sponsor EIN: 222645978
- Sponsor Address: 85 MECHANIC STREET, SUITE C2-1, LEBANON, NH, 03766
- Plan Type: 403(b)
- Total Participants: 110
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 110 | $9.5M | $65,483 | $223,776 |
| 2023 | 119 | $8.6M | $36,539 | $224,228 |
| 2022 | 117 | $8.8M | $42,890 | $252,380 |
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 |
|---|---|---|---|---|
| KITTEL BRANAGAN & SARGENT | 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 | $6,568 | — | $6,509 | — | — |
| 2023 | $7,178 | — | $7,178 | — | — |
| 2022 | $5,766 | — | $5,766 | — | — |