Plan Snapshot
- Plan Sponsor: West Contract Manufacturing LLC
- Sponsor EIN: 860640193
- Sponsor Address: PO BOX 372587, CAYEY, PR, 007372587
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 222
- Total Assets: $10.7M
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 | 222 | $10.7M | $535,604 | $506,628 |
| 2023 | 213 | $9.0M | $455,046 | $453,927 |
| 2022 | 168 | $7.5M | $451,474 | $460,350 |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | Recordkeeper | $10,639 | — | $10,639 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,639
- Estimated Expense Ratio: 0.100% 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 | $17,482 | — | $10,639 | $2,647 | — |
| 2023 | $7,736 | $479 | — | — | — |
| 2022 | $7,321 | — | — | — | — |