# Westfield, LLC 401(k) Plan
Source: https://planprovider.pro/companies/westfield-llc-401k-plan

> Westfield, LLC's 401(k) plan: 408 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| WURTS ASSOCIATES|PLAN ADMINISTRATOR|$64,167|—|$64,167|

| STRATEGIC ADVISORS, INC.|ADVISOR|$36,552|—|$36,552|

| DELOITTE & TOUCHE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $100,719

- **Estimated Expense Ratio:** 0.044% 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|-$105,155|$36,552|$600|—|—|

| 2023|-$41,850|$117,517|$300|—|—|

| 2022|-$35,627|$66,675|—|—|—|

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