# Westmont Industries LLC 401(k) Plan
Source: https://planprovider.pro/companies/westmont-industries-llc-401k-plan

> Westmont Industries LLC's 401(k) plan: 202 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Westmont Industries LLC

- **Sponsor EIN:** 952880878

- **Sponsor Address:** 10805 PAINTER AVENUE, SANTA FE SPRINGS, CA, 90670

- **Plan Type:** 401(k)

- **Total Participants:** 202

- **Total Assets:** $21.4M

## 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|202|$21.4M|$599,184|$1.2M|

| 2023|176|$18.2M|$478,250|$1.0M|

| 2022|145|$15.3M|$418,531|$789,105|

## 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|

| WELLS FARGO ADVISORS|NONE|$48,281|—|$48,281|

| ASCENSUS LLC|NONE|$26,614|$68|$26,682|

| FINEMAN WEST & CO|NONE|$13,039|—|$13,039|

| FINEMAN WEST & CO. LLP|Auditor|$13,039|—|$13,039|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $101,041

- **Estimated Expense Ratio:** 0.472% of plan assets

### 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|$85,566|$48,281|$24,246|$13,039|—|

| 2023|$42,527|$39,753|$2,774|—|—|

| 2022|$45,305|$39,502|$5,803|—|—|

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