# Western Global Airlines, INC. 401(k) Plan
Source: https://planprovider.pro/companies/western-global-airlines-401k-plan

> Western Global Airlines, INC.'s 401(k) plan: 290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

- [HALLOWELL 401(K) ASSURANCE, LLC.](https://planprovider.pro/provider/hallowell-401k-assurance-llc) — ACCOUNTANT/AUDITOR

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

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