Western National Properties DBA Western National Group 401(k) match, vesting and fees
What Western National Properties DBA Western National Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Advisory Ins Co of America | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 228 defined-contribution plans in real estate and rental and leasing with 500 to 999 participants.
| Western National Properties DBA Western National Group: employer contribution per participant | $1,992 | |
| Peer median | $1,449 |
| Western National Properties DBA Western National Group: average balance | $89,775 | |
| Peer median | $44,821 |
| Western National Properties DBA Western National Group: admin expenses ÷ assets | 0.43% | |
| Peer median | 0.36% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $49.1M at the end of plan year 2021 to $58.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 999 | $58.3M | $1.3M | $1,992 | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 1,010 | $50.8M | $1.2M | $1,871 | 0.44% | Not published | Form 5500 ↗ |
| 2022 | 1,025 | $44M | $1.1M | $1,699 | 0.49% | Not published | Form 5500 ↗ |
| 2021 | 1,024 | $49.1M | $1.1M | $1,636 | 0.46% | Not published | Form 5500 ↗ |
Common questions
Does Western National Properties DBA Western National Group match 401(k) contributions?
The match terms for the Wng 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $1,992 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Western National Properties DBA Western National Group 401(k) match vested?
The vesting schedule for the Wng 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Western National Properties DBA Western National Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Advisory Ins Co of America. The plan administrator is Western National Properties DBA Western National Group.
I left Western National Properties DBA Western National Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Western National Properties DBA Western National Group, (949) 862-6200) or the recordkeeper, Empower Advisory Ins Co of America. The Western National Properties DBA Western National Group old 401(k) page lists the contacts from every plan filing. Find an old Western National Properties DBA Western National Group 401(k)
Data from the public Form 5500 annual reports Western National Properties DBA Western National Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Western National Properties DBA Western National Group. Not financial advice. Report a correction · Methodology