How big is Western Electricity Coordinating Council's plan?

Western Electricity Coordinating Council's plan reported $43.8M in assets and 169 participants for 2024.

Original filing (PDF)20251015112139NAL0004697201001

Western Electricity Coordinating Council

Name: Western Electricity Coordinating Council — Form 5500 Plan 001 (2024)
Creator: Western Electricity Coordinating Council
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Western Electricity Coordinating Council 401(k) Plan

401(k) retirement plan · Western Electricity Coordinating Council's Western Electricity Coordinating Council 401(k) Plan held $43.8M in plan assets for 169 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsHigh average account balance

Active participants

169

Accounts w/ balance

254

Plan assets (EOY)

$43.8M

Net assets (EOY)

$43.8M

People on this filing

Jeffrey Droubay signed Western Electricity Coordinating Council's 2024 Form 5500 as plan administrator.

Jeffrey Droubay — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Western Electricity Coordinating Council's EIN is 87-6133162.

EIN 87-6133162

Plan number 001

Plan year 2024

ACK ID 20251015112139NAL0004697201001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Western Electricity Coordinating Council from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Western Electricity Coordinating Council's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTERN ELECTRICITY COORDINATING COUNCIL.

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How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Helping the score

High average account balance (93rd percentile).

Plan sponsor

Name

WESTERN ELECTRICITY COORDINATING COUNCIL

EIN

all filings

Address

155 N. 400 W., STE. 200 · SALT LAKE CITY, UT · 84103

Phone

(801) 819-7652

Industry

Utilities

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$33K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC	04-3046611	—	ADVISOR	$25K	—

Investments

35 direct securities · 1 pooled fund· $43.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$25.3M

24 holdings

Common Collective Trusts

$16.5M

9 holdings

Common Collective Trust

$1.2M

1 holding

Bonds / Notes

$576K

1 holding

U.S. Treasuries

$190K

1 holding

					% of plan
Vanguard Growth Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$7.1M	16.2%
Vanguard Target Retirement 2045 Mutual Fund N/A	Mutual Funds	—	—	$3.8M	8.6%
Vanguard Target Retirement 2050 Mutual Fund N/A	Mutual Funds	—	—	$2.6M	5.9%
Vanguard Value Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$2.3M	5.4%
Vanguard Target Retirement 2055 Mutual Fund N/A	Mutual Funds	—	—	$2.3M	5.2%
Fidelity 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$2.2M	5.0%
Vanguard Target Retirement 2025 Mutual Fund N/A	Mutual Funds	—	—	$2.1M	4.8%
Vanguard Target Retirement 2030 Mutual Fund N/A	Mutual Funds	—	—	$2.0M	4.5%
Vanguard Target Retirement 2035 Mutual Fund N/A	Mutual Funds	—	—	$1.9M	4.3%
Vanguard Small Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$1.6M	3.7%
American Funds Fundamental Investors Mutual Fund N/A	Mutual Funds	—	—	$1.4M	3.3%
American Funds New Perspective Fund Mutual Fund N/A	Mutual Funds	—	—	$1.3M	3.0%
American Funds Capital World Growth and Inc Fund Mutual Fund N/A	Mutual Funds	—	—	$1.2M	2.8%
INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001	Common Collective Trust	—	—	$1.2M	2.7%
Fidelity Total Market Index Mutual Fund N/A	Common Collective Trusts	—	—	$1.0M	2.4%
Vanguard Mid-Cap Growth Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$1.0M	2.4%
Vanguard Target Retirement 2060 Mutual Fund N/A	Mutual Funds	—	—	$1.0M	2.3%
American Funds SMALLCAP World Fund Mutual Fund N/A	Mutual Funds	—	—	$858K	2.0%
Vanguard Target Retirement Income Fund Mutual Fund N/A	Mutual Funds	—	—	$830K	1.9%
Vanguard Target Retirement 2040 Mutual Fund N/A	Mutual Funds	—	—	$760K	1.7%
Vanguard High-Yield Corporate Fund Mutual Fund N/A	Mutual Funds	—	—	$749K	1.7%
American Funds The Bond Fund of America Mutual Fund N/A	Mutual Funds	—	—	$652K	1.5%
American Funds Capital Income Builder Mutual Fund N/A	Mutual Funds	—	—	$616K	1.4%
Maturing 2025-2029 at * Notes receivable from participants interest rates of 4.25% - 9.50% -	Bonds / Notes	—	—	$576K	1.3%
Vanguard Mid-Cap Value Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$550K	1.3%
American Funds Investment Company of America Mutual Fund N/A	Mutual Funds	—	—	$435K	1.0%
American Funds Capital World Bond Fund Mutual Fund N/A	Mutual Funds	—	—	$403K	0.9%
Vanguard Emerging Markets Stock Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$357K	0.8%
Vanguard Total Bond Market Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$274K	0.6%
Lord Abbett Bond Debenture Fund Mutual Fund N/A	U.S. Treasuries	—	—	$190K	0.4%
Vanguard Inflation-Protected Securities Fund Mutual Fund N/A	Mutual Funds	—	—	$152K	0.3%
Fidelity Government Money Market Fund Money Market Mutual Fund N/A 37 American Funds American Balanced Fund Mutual Fund N/A	Mutual Funds	—	—	$129K	0.3%
Invesco Senior Floating Rate Fund Mutual Fund N/A	Mutual Funds	—	—	$123K	0.3%
Fidelity Small Cap Value Index Mutual Fund N/A	Mutual Funds	—	—	$15K	<0.1%
Fidelity Small Cap Growth Index Mutual Fund N/A	Mutual Funds	—	—	$10K	<0.1%
Vanguard Target Retirement 2065 Mutual Fund N/A	Mutual Funds	—	—	$3K	<0.1%