# Westreet Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/westreet-federal-credit-union-401k-plan

> Westreet Federal Credit Union's 401(k) plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Westreet Federal Credit Union

- **Sponsor EIN:** 730582491

- **Sponsor Address:** 9323 EAST 21ST STREET, TULSA, OK, 74129

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

- **Total Participants:** 219

- **Total Assets:** $10.4M

## 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|219|$10.4M|$402,159|$703,415|

| 2023|226|$10.4M|$349,268|$625,274|

| 2022|208|$8.7M|$309,051|$601,738|

## 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|$31,947|—|$31,947|

| CREATIVE PLANNING LLC|INVESTMENT ADVISOR|$22,500|—|$22,500|

| J. TENBRINK & ASSOCIATES, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [J. TENBRINK & ASSOCIATES, LLC](https://planprovider.pro/provider/j-tenbrink-and-associates) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,447

- **Estimated Expense Ratio:** 0.525% 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|$54,447|$22,500|—|—|—|

| 2023|$46,030|$22,500|—|—|—|

| 2022|$48,496|$17,007|$31,489|—|—|

## Similar Plans

- [Ttcu Federal Credit Union](https://planprovider.pro/companies/ttcu-federal-credit-union-401k-plan) — 395 participants

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