Plan Snapshot
- Plan Sponsor: Western Building Center
- Sponsor EIN: 810257771
- Sponsor Address: P.O. BOX 2059, KALISPELL, MT, 59903
- Plan Type: 401(k)
- Total Participants: 279
- Total Assets: $11.5M
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 | 279 | $11.5M | $650,000 | $586,770 |
| 2023 | 282 | $10.7M | $702,868 | $592,035 |
| 2022 | 275 | $8.8M | $690,000 | $529,765 |
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 |
|---|---|---|---|---|
| JORDAHL AND SLITER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JORDAHL AND SLITER PLLC — 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 | $89,706 | $29,060 | $60,646 | — | — |
| 2023 | $80,064 | $24,679 | $55,385 | — | — |
| 2022 | $64,185 | $22,232 | — | — | $41,953 |