# Fortney & Weygandt, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fortney-weygandt-inc-401k-plan

> Fortney & Weygandt, INC.'s 401(k) plan: 83 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fortney & Weygandt, INC.

- **Sponsor EIN:** 341264200

- **Sponsor Address:** 31269 BRADLEY ROAD, NORTH OLMSTED, OH, 44070

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

- **Total Participants:** 83

- **Total Assets:** $17.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|83|$17.4M|$0|$575,787|

| 2023|83|$19.4M|$0|$589,700|

| 2022|72|$18.6M|$0|$529,123|

## 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|

| BOBER MARKEY FEDOROVICH & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BOBER MARKEY FEDOROVICH & COMPANY](https://planprovider.pro/provider/bober-markey-fedorovich-and-company) — Auditor

## 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|

| 2024|$5,085,080|—|$22,865|—|—|

| 2023|—|—|—|—|—|

| 2022|$60,206|$55,725|$4,456|—|—|

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