Plan Snapshot
- Plan Sponsor: Westbrook Sales And Distributing Corporation
- Sponsor EIN: 741712129
- Sponsor Address: P.O. BOX 15614, HOUSTON, TX, 772205614
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 410
- Total Assets: $448,153
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 410 | $448,153 | $3.4M | $2.0M |
| 2023 | 216 | $37,934 | $1.1M | $529,737 |
| 2022 | 202 | $261,620 | $2.1M | $490,844 |
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 |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Other Service Provider | $276,635 | — | $276,635 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $276,635
- Estimated Expense Ratio: 61.728% 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 | $279,266 | — | $276,635 | — | — |
| 2023 | $149,297 | — | — | — | — |
| 2022 | $142,133 | — | — | — | — |