Plan Snapshot
- Plan Sponsor: Westbrook Service Corporation
- Sponsor EIN: 592924166
- Sponsor Address: 1411 SOUTH ORANGE BLOSSOM TRAIL, ORLANDO, FL, 32805
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $6.0M
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 | 173 | $6.0M | $224,147 | $657,776 |
| 2023 | 141 | $5.0M | $95,895 | $595,989 |
| 2022 | 126 | $4.4M | $86,135 | $525,122 |
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 |
|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | RIA | $20,665 | — | $20,665 |
| MCDIRMIT DAVIS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCDIRMIT DAVIS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,665
- Estimated Expense Ratio: 0.345% 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 | $51,559 | $21,698 | $26,061 | — | — |
| 2023 | $45,860 | $18,371 | $23,589 | — | — |
| 2022 | — | — | — | — | — |