Plan Snapshot
- Plan Sponsor: Westfield, LLC
- Sponsor EIN: 954428920
- Sponsor Address: 2049 CENTURY PARK EAST, 42ND FLOOR, CENTURY CITY, CA, 90067
- Plan Type: 401(k)
- Total Participants: 408
- Total Assets: $230.2M
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 | 408 | $230.2M | $2.7M | $4.9M |
| 2023 | 443 | $217.3M | $3.1M | $5.6M |
| 2022 | 544 | $197.2M | $2.5M | $5.8M |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — 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 | -$105,155 | $36,552 | $600 | — | — |
| 2023 | -$41,850 | $117,517 | $300 | — | — |
| 2022 | -$35,627 | $66,675 | — | — | — |