# Western Extrusions Corporation 401(k) Plan
Source: https://planprovider.pro/companies/western-extrusions-corporation-401k-plan

> Western Extrusions Corporation&#39;s 401(k) plan: 870 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WHITLEY PENN LLP](https://planprovider.pro/provider/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|—|—|—|

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- [Ceco Environmental Corp.](https://planprovider.pro/companies/ceco-environmental-corp-401k-plan) — 776 participants

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