Plan Snapshot
- Plan Sponsor: Western Materials, INC.
- Sponsor EIN: 910158860
- Sponsor Address: PO BOX 430, YAKIMA, WA, 989070430
- Plan Type: 401(k)
- Total Participants: 420
- Total Assets: $12.2M
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. |
|---|---|---|---|---|
| 2023 | 420 | $12.2M | $734,692 | $922,865 |
| 2022 | 268 | $10.7M | $725,213 | $928,121 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $13,070 | — | $13,070 |
| AMERIPRISE FINANCIAL SERVICES LLC | BROKER/ADVISER | — | $5,146 | $5,146 |
| MOSS ADAMS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,216
- Estimated Expense Ratio: 0.149% 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 |
|---|---|---|---|---|---|
| 2023 | $1,501 | — | — | — | — |
| 2022 | $6,765 | — | $6,765 | — | — |