Plan Snapshot
- Plan Sponsor: Western News&Info, INC.
- Sponsor EIN: 860351129
- Sponsor Address: 8325 E STATE ROUTE 69, PRESCOTT VALLEY, AZ, 86314
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 101 | $5.7M | $27,522 | $220,978 |
| 2023 | 95 | $5.5M | $31,928 | $210,203 |
| 2022 | 93 | $4.8M | $34,462 | $233,470 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $26,705 | — | $26,705 | — | — |
| 2023 | $31,142 | $3,654 | $26,672 | — | — |
| 2022 | $37,020 | — | $37,020 | — | — |