# Westone Laboratories, INC. 401(k) Plan
Source: https://planprovider.pro/companies/westone-laboratories-inc-401k-plan

> Westone Laboratories, INC.'s 401(k) plan: 56 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Westone Laboratories, INC.

- **Sponsor EIN:** 840569324

- **Sponsor Address:** 2260 EXECUTIVE CIRCLE, COLORADO SPRINGS, CO, 80906

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

- **Total Participants:** 56

- **Total Assets:** $2.2M

## 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|56|$2.2M|$59,689|$207,141|

| 2023|69|$2.5M|$54,446|$204,780|

| 2022|58|$2.1M|$46,563|$194,370|

## 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 O|RECORDKEEPER|$15,108|—|$15,108|

| KESTRA ADVISORY SERVICES LLC|INVESTMENT ADVISOR|$7,117|—|$7,117|

| STOCKMAN, KAST AND RYAN|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STOCKMAN, KAST AND RYAN](https://planprovider.pro/provider/stockman-kast-ryan-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,225

- **Estimated Expense Ratio:** 0.989% 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|$23,073|$7,965|—|—|—|

| 2023|$19,479|$6,995|—|—|—|

| 2022|$21,973|$7,324|$14,649|—|—|

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