Plan Snapshot
- Plan Sponsor: Western Pacific Distributing, LLC
- Sponsor EIN: 330989706
- Sponsor Address: 341 WEST MEATS AVE., ORANGE, CA, 92865
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $23.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 129 | $23.6M | $1.0M | $668,720 |
| 2023 | 128 | $19.9M | $962,437 | $614,475 |
| 2022 | 132 | $18.4M | $886,673 | $532,139 |
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 |
|---|---|---|---|---|
| WINDES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES — 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 | $53,971 | — | $5,947 | — | — |
| 2023 | $56,120 | — | $53,244 | — | — |
| 2022 | $57,272 | $42,961 | $11,269 | — | $3,042 |