Plan Snapshot
- Plan Sponsor: Westcoast Roof Consulting, INC.
- Sponsor EIN: 200629783
- Sponsor Address: 245 FISCHER AVENUE B3, COSTA MESA, CA, 926264537
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 22
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 22 | $2.0M | $0 | $0 |
| 2024 | 15 | $1.8M | $216,355 | $133,129 |
| 2023 | 15 | $2.2M | $131,865 | $127,223 |
| 2022 | 13 | $1.7M | $109,968 | $82,576 |
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 |
|---|---|---|---|---|
| DFPG INVESTMENTS, INC. | Other Service Provider | $6,227 | — | $6,227 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,227
- Estimated Expense Ratio: 0.306% 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 |
|---|---|---|---|---|---|
| 2025 | $293,517 | — | — | — | — |
| 2024 | $925,514 | — | — | — | — |
| 2023 | $15,661 | — | — | — | — |
| 2022 | $475,411 | — | — | — | — |