Plan Snapshot
- Plan Sponsor: Western Concrete Pumping, INC.
- Sponsor EIN: 954076060
- Sponsor Address: 2181 LA MIRADA DR, VISTA, CA, 92081
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $11.7M
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 | 257 | $11.7M | $269,959 | $913,988 |
| 2023 | 324 | $9.5M | $235,759 | $785,859 |
| 2022 | 244 | $7.3M | $199,010 | $794,805 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $7,008 | — | $7,008 |
| DUFFY KRUSPODIN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- DUFFY KRUSPODIN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,008
- Estimated Expense Ratio: 0.060% 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 | $59,091 | $53,215 | — | — | — |
| 2023 | $58,120 | $20,563 | $860 | — | — |
| 2022 | $60,338 | $41,110 | $12,657 | — | $6,571 |