# Western Mutual Insurance Company DC Plan
Source: https://planprovider.pro/companies/western-mutual-insurance-company-plan

> Western Mutual Insurance Company's DC plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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