Plan Snapshot
- Plan Sponsor: Westside Family Healthcare, INC.
- Sponsor EIN: 222488654
- Sponsor Address: 300 WATER STREET, STE 200, WILMINGTON, DE, 19801
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $13.8M
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 | 248 | $13.8M | $436,107 | $962,776 |
| 2023 | 225 | $10.9M | $379,304 | $817,803 |
| 2022 | 209 | $8.6M | $401,140 | $773,900 |
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 |
|---|---|---|---|---|
| WHISMAN, GIORANO & ASSOCIATES | Auditor | — | — | $0 |
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 | $23,573 | — | $22,893 | — | — |
| 2023 | $620 | — | — | — | — |
| 2022 | $3,664 | — | — | — | — |