Plan Snapshot
- Plan Sponsor: Western Distributing Company
- Sponsor EIN: 840376087
- Sponsor Address: 4955 BANNOCK STREET, DENVER, CO, 80216
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $17.8M
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 | 282 | $17.8M | $0 | $1.3M |
| 2023 | 299 | $16.9M | $179,142 | $1.0M |
| 2022 | 307 | $15.0M | $231,868 | $1.1M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $77,200 | $24,000 | $28,852 | — | — |
| 2023 | $71,947 | $24,000 | $26,760 | — | — |
| 2022 | $70,106 | $60,711 | $2,226 | — | $7,169 |