# Western Materials, INC. 401(k) Plan
Source: https://planprovider.pro/companies/western-materials-inc-401k-plan-001

> Western Materials, INC.'s 401(k) plan: 420 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/milliman) — 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|—|—|

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