Plan Snapshot
- Plan Sponsor: Western Express, INC.
- Sponsor EIN: 621457385
- Sponsor Address: 7135 CENTENNIAL PLACE, NASHVILLE, TN, 37209
- Plan Type: 401(k)
- Total Participants: 9,204
- Total Assets: $10.8M
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 | 9,204 | $10.8M | $6,000 | $1.5M |
| 2023 | 4,748 | $9.6M | $109 | $1.6M |
| 2022 | 4,681 | $8.0M | $0 | $1.7M |
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 |
|---|---|---|---|---|
| PURYEAR & NOONAN, CPAS | Auditor | — | — | $0 |
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 | $24,044 | $19,125 | — | — | — |
| 2023 | $19,871 | $16,096 | — | — | — |
| 2022 | $26,463 | — | — | — | — |