Plan Snapshot
- Plan Sponsor: West Liberty Care Center INC.
- Sponsor EIN: 341137582
- Sponsor Address: 6557 US 68 S, WEST LIBERTY, OH, 433579538
- Plan Type: DC
- Total Participants: 203
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 203 | $3.7M | $106,463 | $203,704 |
| 2023 | 232 | $3.3M | $112,352 | $204,882 |
| 2022 | 220 | $2.8M | $134,861 | $203,538 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN. — 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 | $14,991 | $13,418 | $1,573 | — | — |
| 2023 | $13,907 | $13,907 | — | — | — |
| 2022 | $13,377 | $13,377 | — | — | — |