Plan Snapshot
- Plan Sponsor: Westmoreland Mining LLC
- Sponsor EIN: 833555130
- Sponsor Address: 10375 PARK MEADOWS DRIVE SUITE 400, LONE TREE, CO, 80124
- Plan Type: 401(k)
- Total Participants: 308
- Total Assets: $75.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 308 | $75.3M | $1.8M | $2.7M |
| 2023 | 295 | $77.1M | $1.9M | $2.6M |
| 2022 | 313 | $79.3M | $2.7M | $3.5M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | $19,000 | — | $19,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,000
- Estimated Expense Ratio: 0.025% 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 | $135,818 | $50,000 | $15,342 | $19,000 | — |
| 2023 | $214,505 | $50,000 | $77,141 | $39,000 | — |
| 2022 | $196,390 | — | — | — | — |