# Westates Construction, LLC 401(k) Plan
Source: https://planprovider.pro/companies/westates-construction-llc-401k-plan

> Westates Construction, LLC's 401(k) plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Westates Construction, LLC

- **Sponsor EIN:** 331037147

- **Sponsor Address:** 1950 NORTH 2200 W, SALT LAKE CITY, UT, 84116

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

- **Total Participants:** 82

- **Total Assets:** $2.1M

## 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|82|$2.1M|$158,442|$293,732|

| 2023|125|$1.6M|$143,140|$251,596|

| 2022|91|$1.0M|$127,996|$225,793|

## 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|

| CANNON CAPITAL MANAGEMENT INC|NONE|$6,678|—|$6,678|

| RICHEY, MAY, & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CANNON CAPITAL MANAGEMENT INC](https://planprovider.pro/provider/cannon-capital-management-inc) — NONE

- [RICHEY, MAY, & CO., LLP](https://planprovider.pro/provider/retirement-plan-consultants) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,678

- **Estimated Expense Ratio:** 0.317% 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|$8,794|$6,678|$2,116|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Woodside Group, LLC](https://planprovider.pro/companies/woodside-group-llc-401k-plan) — 631 participants

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