Plan Snapshot
- Plan Sponsor: Westair Gases & Equipment, INC.
- Sponsor EIN: 952673204
- Sponsor Address: 2505 CONGRESS ST, SAN DIEGO, CA, 92110
- Plan Type: 401(k)
- Total Participants: 281
- Total Assets: $24.1M
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 | 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 | $57,938 | — | $57,938 |
| EDWARD D JONES & COMPANY | Investment Advisor | $43,933 | — | $43,933 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,871
- Estimated Expense Ratio: 0.424% 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 | $106,295 | $48,357 | — | — | — |
| 2023 | $93,689 | $43,084 | — | — | — |
| 2022 | $87,399 | $42,604 | — | — | — |