Plan Snapshot
- Plan Sponsor: Western Mutual Insurance Company
- Sponsor EIN: 950634675
- Sponsor Address: P.O. BOX 19626, IRVINE, CA, 92623
- Plan Type: DC
- Total Participants: 94
- Total Assets: $25.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 94 | $25.8M | $1.0M | $669,318 |
| 2023 | 92 | $24.3M | $401,622 | $591,597 |
| 2022 | 98 | $24.2M | $0 | $569,653 |
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 |
|---|---|---|---|---|
| JLK ROSENBERGER LLP | ACCOUNTANT | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JLK ROSENBERGER LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,000
- Estimated Expense Ratio: 0.054% 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 | $10,546 | $4,483 | $300 | — | — |
| 2023 | -$538 | $7,395 | — | $2,500 | — |
| 2022 | $2,711 | $8,204 | — | — | — |