Plan Snapshot
- Plan Sponsor: Western Pacific Roofing Corp
- Sponsor EIN: 952386834
- Sponsor Address: 2229 EAST AVENUE Q, PALMDALE, CA, 93550
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $17.5M
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. |
|---|---|---|---|---|
| 2024 | 160 | $17.5M | $994,211 | $634,658 |
| 2023 | 159 | $14.2M | $283,740 | $610,885 |
| 2022 | 145 | $12.0M | $325,930 | $488,080 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $53,049 | $23,318 | $26,256 | — | — |
| 2023 | $50,972 | $24,762 | $21,085 | — | — |
| 2022 | $42,975 | $19,897 | $23,078 | — | — |