Plan Snapshot
- Plan Sponsor: Westchester Modular Homes, INC.
- Sponsor EIN: 061162854
- Sponsor Address: 30 REAGANS MILLS ROAD, WINGDALE, NY, 12594
- Plan Type: DC
- Total Participants: 158
- Total Assets: $105.3M
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 | 158 | $105.3M | $1.2M | $0 |
| 2023 | 156 | $92.1M | $2.4M | $0 |
| 2022 | 145 | $78.1M | $2.3M | $0 |
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 |
|---|---|---|---|---|
| STACEY BRAUN INC | INV ADV, PARTICIPANTS | $106,577 | — | $106,577 |
| EFPR GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,577
- Estimated Expense Ratio: 0.101% 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 | $106,578 | — | — | — | — |
| 2023 | $85,528 | — | — | $85,528 | — |
| 2022 | $86,112 | $86,112 | — | — | — |