# Western Holding Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/western-holding-group-inc-401k-plan

> Western Holding Group, INC.'s 401(k) plan: 639 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pricewaterhousecoopers-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|

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