Plan Snapshot
- Plan Sponsor: Westbrook Health Services, INC
- Sponsor EIN: 550484662
- Sponsor Address: 404 MARKET STREET, PARKERSBURG, WV, 261013803
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 409
- Total Assets: $7.9M
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 | 409 | $7.9M | $533,743 | $715,993 |
| 2023 | 312 | $1.4M | $198,201 | $275,531 |
| 2022 | 233 | $773,908 | $142,602 | $268,982 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | Insurance Carrier | $5,303 | — | $5,303 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,303
- Estimated Expense Ratio: 0.067% 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 | $3,440 | — | — | — | — |
| 2023 | $2,837 | — | — | — | — |
| 2022 | $404 | — | — | — | — |