Plan Snapshot
- Plan Sponsor: Western Slope Auto Company
- Sponsor EIN: 840350920
- Sponsor Address: 2264 HWY 6 AND 50, GRAND JUNCTION, CO, 81505
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $8.9M
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 | 120 | $8.9M | $374,212 | $819,834 |
| 2023 | 132 | $7.1M | $296,267 | $506,252 |
| 2022 | 117 | $5.7M | $234,181 | $429,399 |
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 |
|---|---|---|---|---|
| DWC | Auditor | — | — | $0 |
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 | $46,198 | $22,523 | $23,675 | — | — |
| 2023 | $42,888 | $14,707 | $19,479 | $8,700 | — |
| 2022 | $50,300 | $14,000 | $18,387 | — | $17,913 |