Plan Snapshot
- Plan Sponsor: Westair Gases & Equipment, INC.
- Sponsor EIN: 952673204
- Sponsor Address: 2505 CONGRESS ST, SAN DIEGO, CA, 92110
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 355
- Total Assets: $26.6M
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. |
|---|---|---|---|---|
| 2025 | 355 | $26.6M | $0 | $0 |
| 2024 | 281 | $24.1M | $663,692 | $1.8M |
| 2023 | 270 | $21.1M | $617,321 | $1.7M |
| 2022 | 260 | $19.5M | $553,022 | $1.4M |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | Recordkeeper | $61,833 | — | $61,833 |
| EDWARD D JONES & COMPANY | Investment Advisor | $47,724 | — | $47,724 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,557
- Estimated Expense Ratio: 0.412% 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 |
|---|---|---|---|---|---|
| 2025 | $4,093,404 | $52,519 | — | — | — |
| 2024 | $106,295 | $48,357 | — | — | — |
| 2023 | $93,689 | $43,084 | — | — | — |
| 2022 | $87,399 | $42,604 | — | — | — |