# West Penn Energy Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/west-penn-energy-services-llc-401k-plan

> West Penn Energy Services, LLC's 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** West Penn Energy Services, LLC

- **Sponsor EIN:** 261240729

- **Sponsor Address:** 865 STATE ROUTE 210, SHELOCTA, PA, 15774

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

- **Total Participants:** 95

- **Total Assets:** $3.8M

## 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|95|$3.8M|$175,455|$384,141|

| 2023|103|$4.0M|$149,029|$318,427|

| 2022|69|$3.3M|$111,268|$250,042|

## 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|

| GROSSMAN YANAK & FORD LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GROSSMAN YANAK & FORD LLP](https://planprovider.pro/provider/grossman-yanak-and-ford-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|$28,443|—|—|—|—|

| 2023|$28,133|$14,745|$460|$3,530|—|

| 2022|$23,128|—|—|—|$23,128|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/west-penn-energy-services-llc-401k-plan)

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