Plan Snapshot
- Plan Sponsor: Westminster Services, INC.
- Sponsor EIN: 593614812
- Sponsor Address: 80 WEST LUCERNE CIRCLE, ORLANDO, FL, 32801
- Plan Type: 403(b)
- Total Participants: 2,524
- Total Assets: $41.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 2,524 | $41.8M | $2.6M | $5.8M |
| 2023 | 2,505 | $31.4M | $1.9M | $4.7M |
| 2022 | 2,380 | $23.5M | $1.5M | $4.0M |
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 |
|---|---|---|---|---|
| HOSKINS QUIROS PATEL & LOID CPA 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 | $249,774 | — | $249,774 | — | — |
| 2023 | $188,398 | — | $188,398 | — | — |
| 2022 | $154,589 | — | $154,589 | — | — |