# Weststar Mortgage Corporation 401(k) Plan
Source: https://planprovider.pro/companies/weststar-mortgage-corporation-401k-plan

> Weststar Mortgage Corporation's 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Weststar Mortgage Corporation

- **Sponsor EIN:** 850308543

- **Sponsor Address:** 8814 HORIZON BLVD NE SUITE 100, ALBUQUERQUE, NM, 871131588

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

- **Total Participants:** 114

- **Total Assets:** $17.3M

## 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|114|$17.3M|$309,336|$623,917|

| 2023|166|$17.9M|$353,676|$720,258|

| 2022|247|$19.0M|$723,142|$1.5M|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-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|$5,096|—|$5,096|—|—|

| 2023|$11,070|—|$11,070|—|—|

| 2022|$9,103|—|$9,103|—|—|

## Similar Plans

- [Legacy Mortgage, LLC](https://planprovider.pro/companies/legacy-mortgage-llc-401k-plan-001-9832) — 73 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/weststar-mortgage-corporation-401k-plan)

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