# Westmont Living, INC. 401(k) Plan
Source: https://planprovider.pro/companies/westmont-living-inc-401k-plan

> Westmont Living, INC.'s 401(k) plan: 979 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Westmont Living, INC.

- **Sponsor EIN:** 262513782

- **Sponsor Address:** 3636 NOBEL DRIVE, SAN DIEGO, CA, 92122

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

- **Total Participants:** 979

- **Total Assets:** $11.7M

## 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|979|$11.7M|$880,884|$2.4M|

| 2023|887|$9.1M|$651,367|$2.1M|

| 2022|956|$5.9M|$697,747|$1.7M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$55,608|—|$55,608|

| ACCELERATE INVESTMENT ADVISORS|INVESTMENT ADVISOR|$50,739|—|$50,739|

| ADMINISTRATIVE FIDUCIARY SERVICES|OTHER|$23,079|—|$23,079|

| LAVINE LOFGREN MORRIS & ENGELBERG|AUDITOR|$13,725|—|$13,725|

| LAVINE, LOFGREN, MORRIS & ENGELBERG|Auditor|$13,725|—|$13,725|

| NOVA 401(K) ASSOCIATES|CONTRACT ADMIN|$4,901|$5,073|$9,974|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $166,850

- **Estimated Expense Ratio:** 1.427% 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|$159,750|$59,637|$4,901|$13,725|—|

| 2023|$102,695|$48,420|—|$9,290|—|

| 2022|$30,538|—|$30,538|—|—|

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