Plan Snapshot
- Plan Sponsor: Westminster Village Terre Haute, INC.
- Sponsor EIN: 351494162
- Sponsor Address: 1120 E DAVIS DR, TERRE HAUTE, IN, 478024183
- Plan Type: 401(k)
- Total Participants: 51
- Total Assets: $878,579
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 51 | $878,579 | $0 | $81,047 |
| 2023 | 71 | $789,624 | $0 | $84,493 |
| 2022 | 67 | $635,579 | $11,232 | $60,632 |
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 |
|---|---|---|---|---|
| COMER NOWLING & ASSOCIATES | 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 | $1,479 | — | — | — | — |
| 2023 | $789 | — | — | — | — |
| 2022 | $1,150 | $1,150 | — | — | — |