Plan Snapshot
- Plan Sponsor: Westminster Services, INC.
- Sponsor EIN: 590931267
- Sponsor Address: 80 W. LUCERNE CIRCLE, ORLANDO, FL, 328013779
- Plan Type: DC
- Total Participants: 1,554
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,554 | $12.5M | $782,628 | $0 |
| 2023 | 1,426 | $11.5M | $632,795 | $0 |
| 2022 | 1,294 | $10.4M | $445,903 | $0 |
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 | $91,882 | — | $91,882 | — | — |
| 2023 | $82,399 | — | $82,399 | — | — |
| 2022 | $82,612 | — | $82,612 | — | — |