# Western Electrical Contractors Association, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/western-electrical-contractors-association-inc-940453910-501

> Western Electrical Contractors Association, INC.'s Health & Welfare plan: 1,033 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Western Electrical Contractors Association, INC.

- **Sponsor EIN:** 940453910

- **Sponsor Address:** 3695 BLECKELY STREET, RANCHO CORDOVA, CA, 95655

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,033

- **Total Assets:** $6.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2024|1,033|$6.3M|$7.2M|$279,327|

| 2023|946|$6.8M|$6.5M|$409,091|

| 2022|807|$5.8M|$5.6M|$345,377|

## 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|

| WESTERN ELECTRICAL CONTRACTORS ASSO|Other Service Provider|$121,848|—|$121,848|

| LOCKTON COMPANIES, LLC|Investment Advisor|$116,417|—|$116,417|

| CAPFINANCIAL PARTNERS LLC|Investment Advisor|$27,340|—|$27,340|

| GILBERT ASSOCIATES INC.|Auditor|$24,175|—|$24,175|

| ISOLVED, INC.|Other Service Provider|$15,306|—|$15,306|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LOCKTON COMPANIES, LLC](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [GILBERT ASSOCIATES INC.](https://planprovider.pro/provider/gilbert-cpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $305,086

- **Estimated Expense Ratio:** 4.860% 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|$479,144|$27,487|$331,587|—|—|

| 2023|$370,681|$25,649|$300,591|—|—|

| 2022|$499,484|$21,732|$322,730|—|—|

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