# Western Trailer Co. 401(k) Plan
Source: https://planprovider.pro/companies/western-trailer-co-401k-plan

> Western Trailer Co.'s 401(k) plan: 294 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nwps) — NONE

- [ECHELON GROUP, INC.](https://planprovider.pro/provider/echelon-group-inc) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [LEAVITT, CHRISTENSEN & CO, PLLC](https://planprovider.pro/provider/leavitt-christensen-and-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|—|—|

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