Plan Snapshot
- Plan Sponsor: West Monroe Partners, INC.
- Sponsor EIN: 461586202
- Sponsor Address: 311 WEST MONROE ST, CHICAGO, IL, 606064659
- Plan Type: 401(k)
- Total Participants: 1,588
- Total Assets: $726.7M
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 | 1,588 | $726.7M | $5.7M | $27.7M |
| 2023 | 1,980 | $693.7M | $6.8M | $31.9M |
| 2022 | 2,232 | $742.0M | $6.4M | $30.1M |
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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | Auditor | $23,625 | — | $23,625 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,625
- Estimated Expense Ratio: 0.003% 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 | $181,338 | — | $157,713 | $23,625 | — |
| 2023 | $279,426 | — | $222,132 | $56,694 | — |
| 2022 | $732,135 | — | $732,135 | — | — |