Plan Snapshot
- Plan Sponsor: Westcare Foundation, INC.
- Sponsor EIN: 860852629
- Sponsor Address: 1711 WHITNEY MESA DRIVE, HENDERSON, IL, 89014
- Plan Type: 401(k)
- Total Participants: 1,508
- Total Assets: $28.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,508 | $28.5M | $1.2M | $2.4M |
| 2023 | 1,205 | $24.7M | $1.1M | $2.3M |
| 2022 | 1,221 | $21.1M | $1.0M | $2.1M |
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 |
|---|---|---|---|---|
| RUBINBROWN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $145,968 | — | $141,268 | — | — |
| 2023 | $117,583 | — | $111,933 | — | — |
| 2022 | $113,662 | — | — | — | $113,662 |