Plan Snapshot
- Plan Sponsor: Westminster Village West Lafayette Incorporated
- Sponsor EIN: 311002846
- Sponsor Address: 2741 NORTH SALISBURY STREET, WEST LAFAYETTE, IN, 47906
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 111
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 111 | $0 | $0 | $0 |
| 2022 | 167 | $0 | $0 | $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 |
|---|---|---|---|---|
| ALLIED BENEFIT SYSTEMS, LLC | Recordkeeper | $63,956 | — | $63,956 |
| PARADIGM CONSULTING INC. | Investment Advisor | $37,296 | — | $37,296 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,252
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 | — | — | — | — | — |
| 2022 | — | — | — | — | — |