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)
- 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. |
|---|---|---|---|---|
| 2025 | 114 | $21.1M | $0 | $0 |
| 2024 | 114 | $19.0M | $0 | $0 |
| 2023 | 113 | $16.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| DUGAN & LOPATKA, CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $232,679 | $171,416 | — | — | — |
| 2024 | $208,084 | $149,965 | — | — | — |
| 2023 | $184,252 | $184,252 | — | — | — |