Plan Ledger DOL Form 5500 · updated monthly

West Paw, Inc. dba West Paw401(k)

WEST PAW RETIREMENT PLAN · BOZEMAN, MT · plan year 2022

Reported admin expense ratio · 2022
0.56%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

West Paw, Inc. dba West Paw reported $24,439 in plan administrative expenses for 2022: 0.56% of average plan assets, above the peer median. Employer contributions averaged $1,808 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Montana (183rd of 229), and 11,718th of 13,661 in manufacturing. In 2022, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,037,392
Participants with balances95
Active participants73
Employer contributions$131,993
Employee contributions$256,109
Employer contribution per active participant$1,808
Average account balance$42,499
Benefits paid to participants$244,052
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$24,439
Total administrative$24,439
The West Paw, Inc. dba West Paw 401(k) match · 2022
Employer contribution per active participant$1,808
Median for plans this size$1,114

West Paw, Inc. dba West Paw's 2022 employer contribution ran above the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$24,439 · 0.56%
Similar plansManufacturing · Montana
Sun Mountain Sports, Inc. MT$8.6M · 0.32%
Adf International MT$3.7M · 0.79%
Bridger Steel, Inc. MT$3.3M · 0.35%
Smartlam NA MT$2.7M · 1.24%
Wutke, LLC MT$2.0M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810510476 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.