Plan Snapshot
- Plan Sponsor: Western Extrusions Corporation
- Sponsor EIN: 751653063
- Sponsor Address: 1735 SANDY LAKE RD., CARROLLTON, TX, 75006
- Plan Type: 401(k)
- Total Participants: 870
- Total Assets: $20.4M
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 | 870 | $20.4M | $525,787 | $2.4M |
| 2023 | 740 | $18.2M | $562,911 | $2.4M |
| 2022 | 752 | $14.3M | $207,638 | $1.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $67,380 | — | $67,380 |
| WELLS FARGO CLEARING SERVICES LLC | ADVISOR | $29,499 | — | $29,499 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $11,106 | — | $11,106 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,985
- Estimated Expense Ratio: 0.529% 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 | $107,985 | $40,605 | — | — | — |
| 2023 | $94,238 | $32,572 | — | — | — |
| 2022 | $83,781 | $6,413 | — | — | — |