Plan Snapshot
- Plan Sponsor: West Shore Home, LLC
- Sponsor EIN: 300371596
- Sponsor Address: 3 CROSSGATE DRIVE, MECHANICSBURG, PA, 17050
- Plan Type: 401(k)
- Total Participants: 2,429
- Total Assets: $62.2M
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 | 2,429 | $62.2M | $5.8M | $12.5M |
| 2023 | 2,123 | $43.3M | $5.1M | $11.7M |
| 2022 | 1,959 | $27.2M | $4.1M | $10.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | RECORDKEEPER | $262,718 | — | $262,718 |
| RKL LLP | Auditor | $262,718 | — | $262,718 |
| LPL FINANCIAL | INVESTMENT ADVISOR | $100,874 | — | $100,874 |
| PA RETIREMENT SOLUTIONS, INC | THIRD PARTY ADMINISTRATO | $24,928 | — | $24,928 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $21,514 | — | $21,514 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $672,752
- Estimated Expense Ratio: 1.081% 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 | $410,034 | $122,388 | $24,928 | $262,718 | — |
| 2023 | $265,526 | $79,000 | $16,258 | — | — |
| 2022 | $168,633 | — | $168,633 | — | — |