# Westbrook Service Corporation 401(k) Plan
Source: https://planprovider.pro/companies/westbrook-service-corporation-401k-plan

> Westbrook Service Corporation's 401(k) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|—|

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