Plan Snapshot
- Plan Sponsor: Western Trailer Co.
- Sponsor EIN: 820347136
- Sponsor Address: P.O. BOX 5598, BOISE, ID, 83705
- Plan Type: 401(k)
- Total Participants: 294
- Total Assets: $26.9M
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 | 294 | $26.9M | $641,405 | $1.2M |
| 2023 | 279 | $24.8M | $586,055 | $1.2M |
| 2022 | 276 | $21.7M | $563,011 | $1.1M |
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 |
|---|---|---|---|---|
| NWPS | NONE | $44,496 | — | $44,496 |
| ARBOR POINT ADVISORS LLC | NONE | $36,209 | — | $36,209 |
| ECHELON GROUP, INC. | NONE | $13,078 | — | $13,078 |
| CHARLES SCHWAB TRUST BANK | NONE | $8,881 | — | $8,881 |
| LEAVITT, CHRISTENSEN & CO, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — NONE
- ECHELON GROUP, INC. — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- LEAVITT, CHRISTENSEN & CO, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,664
- Estimated Expense Ratio: 0.381% 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 | $102,664 | $49,287 | — | — | — |
| 2023 | $93,937 | $40,985 | — | — | — |
| 2022 | $89,578 | $38,000 | $43,180 | — | — |