Plan Snapshot
- Plan Sponsor: Westin INC.
- Sponsor EIN: 470615732
- Sponsor Address: 11808 WEST CENTER ROAD, OMAHA, NE, 68144
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $11.2M
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 | 173 | $11.2M | $469,542 | $718,922 |
| 2023 | 193 | $9.3M | $424,729 | $658,537 |
| 2022 | 181 | $7.1M | $427,051 | $651,183 |
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 |
|---|---|---|---|---|
| O'DONNELL, FICENEC, WILLS, & FERDIG | 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 | $33,321 | $32,188 | $1,133 | — | — |
| 2023 | $26,270 | $25,092 | $1,178 | — | — |
| 2022 | $21,715 | $20,700 | $1,015 | — | — |