# West Pharmaceutical Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/west-pharmaceutical-services-inc-401k-plan

> West Pharmaceutical Services, INC.'s 401(k) plan: 4,473 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FISCHER CUNNANE & ASSOCIATES, LTD](https://planprovider.pro/provider/fischer-cunnane-and-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|—|—|—|—|

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

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