Plan Snapshot
- Plan Sponsor: Western Equipment, LLC
- Sponsor EIN: 300134973
- Sponsor Address: 404 FRISCO AVENUE, CLINTON, OK, 73601
- Plan Type: 401(k)
- Total Participants: 706
- Total Assets: $52.4M
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 | 706 | $52.4M | $2.1M | $3.1M |
| 2023 | 696 | $44.4M | $2.0M | $2.9M |
| 2022 | 700 | $37.3M | $1.8M | $2.5M |
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 |
|---|---|---|---|---|
| PETERS & CHANDLER, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PETERS & CHANDLER, 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 | $120,668 | $47,200 | — | — | — |
| 2023 | $120,810 | $47,200 | — | — | — |
| 2022 | $118,797 | $47,200 | — | — | — |