Plan Snapshot
- Plan Sponsor: Westminster Village West Lafayette, INC.
- Sponsor EIN: 311002846
- Sponsor Address: 2741 NORTH SALISBURY STREET, WEST LAFAYETTE, IN, 47906
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 191
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 191 | $4.6M | $184,253 | $357,891 |
| 2023 | 233 | $4.2M | $177,030 | $347,001 |
| 2022 | 203 | $3.5M | $169,902 | $305,341 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | 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 | $4,018 | $1,248 | $2,370 | — | — |
| 2023 | $2,894 | $849 | $1,945 | — | — |
| 2022 | $1,327 | — | — | — | $1,327 |