Plan Snapshot
- Plan Sponsor: Western Holding Group, INC.
- Sponsor EIN: 475472672
- Sponsor Address: 1637 N. WARSON ROAD, ST. LOUIS, MO, 631321027
- Plan Type: 401(k)
- Total Participants: 639
- Total Assets: $48.1M
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 | 639 | $48.1M | $1.1M | $2.7M |
| 2023 | 288 | $40.5M | $1.0M | $2.5M |
| 2022 | 283 | $33.6M | $1.0M | $2.4M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $59,570 | — | $59,570 |
| RUBINBROWN LLP | NONE | $32,984 | — | $32,984 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,554
- Estimated Expense Ratio: 0.193% 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 | $92,554 | — | — | $32,984 | — |
| 2023 | $80,013 | — | — | $24,477 | — |
| 2022 | $87,170 | $19,000 | — | — | $68,170 |