Plan Snapshot
- Plan Sponsor: West Side Tractor Sales Co.
- Sponsor EIN: 362484344
- Sponsor Address: 3300 OGDEN AVENUE, LISLE, IL, 60532
- Plan Type: 401(k)
- Total Participants: 276
- Total Assets: $40.4M
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 | 276 | $40.4M | $813,976 | $1.8M |
| 2023 | 275 | $33.4M | $278,464 | $1.7M |
| 2022 | 272 | $28.4M | $597,922 | $1.5M |
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 |
|---|---|---|---|---|
| HANSEN PLAHM & COMPANY | Auditor | — | — | $0 |
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 | $11,087 | $5,093 | — | — | — |
| 2023 | $8,428 | $3,573 | — | — | — |
| 2022 | $5,941 | — | — | — | — |