# Westminster Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/westminster-services-inc-403b-plan

> Westminster Services, INC.'s 403(b) plan: 2,524 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$251,913|—|$251,913|

| 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:** $251,913

- **Estimated Expense Ratio:** 0.603% 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|$249,774|—|$249,774|—|—|

| 2023|$188,398|—|$188,398|—|—|

| 2022|$154,589|—|$154,589|—|—|

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