# Edgar A. Weber & Company 401(k) Plan
Source: https://planprovider.pro/companies/edgar-a-weber-company-362310066-001

> Edgar A. Weber & Company'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:** Edgar A. Weber & Company

- **Sponsor EIN:** 362310066

- **Sponsor Address:** 549 PALWAUKEE DRIVE, P.O. BOX 546, WHEELING, IL, 60090

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

- **Plan Number:** 001

- **Total Participants:** 114

- **Total Assets:** $21.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|$21.1M|$981,568|$577,576|

| 2023|114|$19.0M|$688,246|$555,729|

| 2022|113|$16.9M|$893,466|$496,253|

## 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|

| CETERA INVESTMENT ADVISORS|Investment Advisor|$171,416|—|$171,416|

| NEWPORT GROUP, INC.|Other Service Provider|$61,263|—|$61,263|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $232,679

- **Estimated Expense Ratio:** 1.105% 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|

| 2024|$232,679|$171,416|—|—|—|

| 2023|$208,084|$149,965|—|—|—|

| 2022|$184,252|$184,252|—|—|—|

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