# Western Equipment, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/western-equipment-llc-300134973-501

> Western Equipment, LLC's Health & Welfare plan: 540 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Western Equipment, LLC

- **Sponsor EIN:** 300134973

- **Sponsor Address:** 404 FRISCO AVENUE, CLINTON, OK, 73601

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 540

- **Total Assets:** $0

## 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.|

| 2025|540|$0|$0|$0|

| 2024|639|$0|$0|$0|

| 2023|594|$0|$0|$0|

| 2022|590|$0|$0|$0|

## 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|

| UMR, INC.|Other Service Provider|$301,849|$9,524|$311,373|

| MARSH & MCLENNAN AGENCY LLC|Investment Advisor|$20,794|—|$20,794|

### Verified Provider Profiles

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

- [MARSH & MCLENNAN AGENCY LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $332,167

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Metro Builders Supply, INC.](https://planprovider.pro/companies/metro-builders-supply-inc-plan-001) — 1,291 participants

- [Atwood Distributing, L.P.](https://planprovider.pro/companies/atwood-distributing-l-p-401k-plan) — 1,207 participants

- [Western Equipment, LLC](https://planprovider.pro/companies/western-equipment-llc-401k-plan) — 706 participants

- [Atwood Distributing, L.P.](https://planprovider.pro/companies/atwood-distributing-l-p-730721603-501) — 621 participants

- [Metro Builders Supply, INC.](https://planprovider.pro/companies/metro-builders-supply-inc-731002859-501) — 594 participants

- [Jbs Ventures](https://planprovider.pro/companies/jbs-ventures-842791683-501) — 109 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/western-equipment-llc-300134973-501)

© 2026 PlanProvider.Pro