# Westminster Company 401(k) Plan
Source: https://planprovider.pro/companies/westminster-company-401k-plan

> Westminster Company's 401(k) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Westminster Company

- **Sponsor EIN:** 560086520

- **Sponsor Address:** 3859 BATTLEGROUND AVE, SUITE 100, GREENSBORO, NC, 27410

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

- **Total Participants:** 162

- **Total Assets:** $10.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|162|$10.4M|$184,262|$529,506|

| 2023|150|$9.0M|$174,985|$508,366|

| 2022|160|$9.0M|$187,524|$541,962|

## 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|

| DAUBY O'CONNOR & ZALESKI LLC|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|$51,953|—|—|—|—|

| 2023|$11,663|—|—|—|—|

| 2022|$5,298|—|$5,298|—|—|

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