Plan Snapshot
- Plan Sponsor: West Development LLC
- Sponsor EIN: 262719893
- Sponsor Address: 4960 AVENIDA ENCINAS, CARLSBAD, CA, 920084611
- Plan Type: 401(k)
- Total Participants: 237
- Total Assets: $8.8M
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 | 237 | $8.8M | $337,941 | $615,318 |
| 2023 | 185 | $7.3M | $318,211 | $578,484 |
| 2022 | 178 | $6.2M | $347,453 | $677,138 |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
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 | -$33,172 | — | — | — | — |
| 2023 | -$29,089 | — | — | — | — |
| 2022 | -$37,439 | — | — | — | — |