# Westrian Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/westrian-group-inc-840634631-001

> Westrian Group, INC.'s 401(k) plan: 129 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Westrian Group, INC.

- **Sponsor EIN:** 840634631

- **Sponsor Address:** 7200 S ALTON WAY SUITE C400, CENTENNIAL, CO, 801122366

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

- **Plan Number:** 001

- **Total Participants:** 129

- **Total Assets:** $16.4M

## 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.|

| 2025|129|$16.4M|$0|$0|

| 2024|89|$14.0M|$371,562|$1.1M|

| 2023|79|$11.4M|$336,080|$960,226|

| 2022|83|$9.1M|$316,975|$905,642|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$61,411|—|$61,411|

| CREATIVE PLANNING, INC.|Investment Advisor|—|$22,821|$22,821|

| ALPHA CAPITAL MANAGEMENT GROUP|Investment Advisor|—|$14,070|$14,070|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $98,302

- **Estimated Expense Ratio:** 0.600% 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|

| 2025|$1,289,008|—|$61,411|—|—|

| 2024|$527,080|—|—|—|—|

| 2023|$633,235|—|—|—|—|

| 2022|$430,527|—|—|—|—|

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