# West Coast Materials, INC. 401(k) Plan
Source: https://planprovider.pro/companies/west-coast-materials-inc-401k-plan

> West Coast Materials, INC.'s 401(k) plan: 683 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** West Coast Materials, INC.

- **Sponsor EIN:** 205371599

- **Sponsor Address:** 7282 ORANGETHORPE AVE., BUENA PARK, CA, 90621

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

- **Total Participants:** 683

- **Total Assets:** $51.2M

## 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.|

| 2024|683|$51.2M|$1.8M|$3.9M|

| 2023|600|$43.1M|$1.7M|$3.5M|

| 2022|584|$33.6M|$630,548|$3.0M|

## 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|$78,046|—|$78,046|

| GLOBAL RETIREMENT PARTNERS LLC|ADVISOR|$28,000|—|$28,000|

| WRIGHT FORD YOUNG & CO|ACCOUNTANT/AUDITOR|$14,500|—|$14,500|

### 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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [WRIGHT FORD YOUNG & CO](https://planprovider.pro/provider/wright-ford-young-and-co) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $120,546

- **Estimated Expense Ratio:** 0.235% 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|$120,546|$28,000|—|$14,500|—|

| 2023|$123,873|$28,000|$900|$13,750|—|

| 2022|$120,862|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/west-coast-materials-inc-401k-plan)

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