# Western Heavy Haul, INC. 401(k) Plan
Source: https://planprovider.pro/companies/western-heavy-haul-inc-401k-plan

> Western Heavy Haul, INC.'s 401(k) plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Western Heavy Haul, INC.

- **Sponsor EIN:** 481302875

- **Sponsor Address:** 2260 NW INDUSTRIAL PARK ROAD, PRINEVILLE, OR, 97754

- **Plan Type:** 401(k)

- **Total Participants:** 92

- **Total Assets:** $4.7M

## 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|92|$4.7M|$242,770|$438,375|

| 2023|94|$3.9M|$341,961|$537,301|

| 2022|147|$3.1M|$346,627|$563,208|

## 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|

| JONES & ROTH, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JONES & ROTH, P.C.](https://planprovider.pro/provider/jones-and-roth-pc) — Auditor

## 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|$35,021|$16,747|$11,614|—|—|

| 2023|$23,644|$13,392|$2,639|—|—|

| 2022|$19,084|$12,583|$5,701|—|—|

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