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

> Westminster Village, INC.'s 403(b) plan: 246 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Westminster Village, INC.

- **Sponsor EIN:** 860424020

- **Sponsor Address:** 12000 N. 90TH STREET, SCOTTSDALE, AZ, 85260

- **Plan Type:** 403(b)

- **Total Participants:** 246

- **Total Assets:** $3.8M

## 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|246|$3.8M|$62,613|$335,287|

| 2023|212|$3.6M|$62,344|$340,923|

| 2022|189|$2.9M|$52,392|$338,823|

## 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|

| MANSPERGER PATTERSON & MCMULLIN PLC|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|$17,780|—|—|—|—|

| 2023|$33,817|$13,087|—|—|—|

| 2022|$33,841|$10,990|$15,851|—|$7,000|

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