Plan Snapshot
- Plan Sponsor: Westpoint Home LLC
- Sponsor EIN: 113752285
- Sponsor Address: 777 THIRD AVENUE, 7TH FLOOR, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $23.5M
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 | 253 | $23.5M | $257,678 | $708,267 |
| 2023 | 265 | $24.8M | $271,251 | $691,391 |
| 2022 | 312 | $22.7M | $275,554 | $865,148 |
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 |
|---|---|---|---|---|
| GRANT THORNTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON, LLP — Auditor
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 | $32,493 | — | — | — | — |
| 2023 | $28,415 | — | — | — | — |
| 2022 | $30,431 | — | — | — | — |