Plan Snapshot
- Plan Sponsor: Western Cnc, INC.
- Sponsor EIN: 953557222
- Sponsor Address: 1001 PARK CENTER DR, VISTA, CA, 920818340
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $8.7M
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 | 139 | $8.7M | $189,100 | $510,812 |
| 2023 | 117 | $7.4M | $160,140 | $440,717 |
| 2022 | 106 | $6.2M | $147,862 | $412,250 |
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 |
|---|---|---|---|---|
| FILIPOVITCH & CO | Auditor | $9,499 | — | $9,499 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,499
- Estimated Expense Ratio: 0.109% 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 | $47,664 | — | $38,165 | $9,499 | — |
| 2023 | $45,307 | — | $36,808 | $8,499 | — |
| 2022 | $45,055 | — | $36,556 | — | $8,499 |