Plan Snapshot
- Plan Sponsor: Westmoreland Mechanical Testing And Research
- Sponsor EIN: 251206267
- Sponsor Address: PO BOX 388, YOUNGSTOWN, PA, 15696
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $13.3M
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 | 176 | $13.3M | $412,621 | $644,688 |
| 2023 | 159 | $14.0M | $371,716 | $579,289 |
| 2022 | 155 | $12.2M | $370,936 | $603,399 |
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 |
|---|---|---|---|---|
| BUCKLER, MCKENNEY & NADZADI, PC | 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 | $2,675 | — | $2,675 | — | — |
| 2023 | $3,288 | — | $3,288 | — | — |
| 2022 | $7,291 | — | $7,291 | — | — |