Plan Snapshot
- Plan Sponsor: Western Utility Telecom INC
- Sponsor EIN: 912173102
- Sponsor Address: 5032 SALEM DALLAS HWY NW, SALEM, OR, 97304
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 107
- Total Assets: $1.5M
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. |
|---|---|---|---|---|
| 2025 | 107 | $1.5M | $0 | $0 |
| 2024 | 66 | $1.2M | $102,783 | $196,733 |
| 2023 | 58 | $890,637 | $209,309 | $110,105 |
| 2022 | 64 | $582,379 | $178,265 | $90,187 |
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 |
|---|---|---|---|---|
| COUNTRY CAPITAL MGMT CO. | Recordkeeper | $24,558 | — | $24,558 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,558
- Estimated Expense Ratio: 1.677% 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 | $330,078 | — | $24,558 | — | — |
| 2024 | $8,804 | — | $6,276 | — | — |
| 2023 | $135,861 | — | — | — | — |
| 2022 | $41,768 | — | — | — | — |