Plan Snapshot
- Plan Sponsor: Western Global Airlines, INC.
- Sponsor EIN: 300769265
- Sponsor Address: 9260 ESTERO PARK COMMONS BLVD, ESTERO, FL, 33928
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $9.6M
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 | 290 | $9.6M | $151,085 | $1.6M |
| 2023 | 265 | $8.9M | $327,603 | $1.8M |
| 2022 | 388 | $7.9M | $392,713 | $2.0M |
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 |
|---|---|---|---|---|
| PLANNED RETIREMENT CONSULTANTS & A | INVESTMENT ADVISOR | $24,236 | — | $24,236 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $22,090 | — | $22,090 |
| PACE FIDUCIARY SERVICES. LLC. | CONSULTANT | $18,575 | — | $18,575 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $17,544 | — | $17,544 |
| FOUNTAINHEAD CAPITAL MANAGEMENT LLC | ADVISOR | $16,705 | — | $16,705 |
| HALLOWELL 401(K) ASSURANCE, LLC. | ACCOUNTANT/AUDITOR | $11,000 | — | $11,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $6,490 | — | $6,490 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- HALLOWELL 401(K) ASSURANCE, LLC. — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,640
- Estimated Expense Ratio: 1.213% 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 | $116,640 | $64,975 | — | $11,000 | — |
| 2023 | $101,693 | $39,148 | — | — | — |
| 2022 | $77,685 | $2,788 | — | — | — |