# Westlie Motor Company 401(k) Plan
Source: https://planprovider.pro/companies/westlie-motor-company-401k-plan

> Westlie Motor Company's 401(k) plan: 186 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Westlie Motor Company

- **Sponsor EIN:** 450219811

- **Sponsor Address:** 500 SOUTH BROADWAY, MINOT, ND, 58701

- **Plan Type:** 401(k)

- **Total Participants:** 186

- **Total Assets:** $11.3M

## 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|186|$11.3M|$303,205|$954,096|

| 2023|183|$9.5M|$294,518|$988,309|

| 2022|169|$7.4M|$252,716|$868,678|

## 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|

| AVANTAX RETIREMENT PLAN SERVICES|NA|$67,242|—|$67,242|

| BRADY, MARTZ & ASSOCIATES P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [AVANTAX RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/avantax-planning-partners-inc) — NA

- [BRADY, MARTZ & ASSOCIATES P.C.](https://planprovider.pro/provider/brady-martz-and-associates-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $67,242

- **Estimated Expense Ratio:** 0.593% 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|$67,242|$32,107|—|—|—|

| 2023|$63,897|$28,548|—|—|—|

| 2022|$39,633|—|—|—|—|

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