Plan Snapshot
- Plan Sponsor: West Pharmaceutical Services, INC.
- Sponsor EIN: 231210010
- Sponsor Address: 530 HERMAN O. WEST DRIVE, EXTON, PA, 19341
- Plan Type: 401(k)
- Total Participants: 4,473
- Total Assets: $520.8M
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 | 4,473 | $520.8M | $23.3M | $26.3M |
| 2023 | 4,527 | $470.9M | $21.7M | $23.6M |
| 2022 | 4,447 | $412.3M | $21.0M | $22.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $148,978 | — | $148,978 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $21,915 | — | $21,915 |
| FISCHER CUNNANE & ASSOCIATES, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- FISCHER CUNNANE & ASSOCIATES, LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $170,893
- Estimated Expense Ratio: 0.033% 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 | $173,037 | $21,915 | $1,200 | — | — |
| 2023 | $179,745 | $1,766 | $1,200 | — | — |
| 2022 | $200,259 | — | — | — | — |