# West Technology Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/west-technology-holdings-llc-401k-plan

> West Technology Group, LLC's 401(k) plan: 1,626 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** West Technology Group, LLC

- **Sponsor EIN:** 470777362

- **Sponsor Address:** 1377 MOTOR PARKWAY, ISLANDIA, NY, 11749

- **Plan Type:** 401(k)

- **Total Participants:** 1,626

- **Total Assets:** $214.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|1,626|$214.5M|$2.1M|$7.4M|

| 2023|1,997|$224.2M|$2.9M|$9.0M|

| 2022|2,404|$306.8M|$4.9M|$15.4M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$104,812|—|$104,812|

| WELLS FARGO ADVISORS FIN NETWORK|INVESTMENT ADVISORY|$54,999|$12,501|$67,500|

| WEST TECHNOLOGY GROUP|ACCOUNTANT|$17,500|—|$17,500|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $189,812

- **Estimated Expense Ratio:** 0.089% 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|$172,286|$54,999|$99,787|$17,500|—|

| 2023|$225,902|$90,000|$135,902|—|—|

| 2022|$270,632|$102,476|$168,156|—|—|

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