# West Shore Home, LLC 401(k) Plan
Source: https://planprovider.pro/companies/west-shore-home-llc-401k-plan

> West Shore Home, LLC's 401(k) plan: 2,429 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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

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