Plan Snapshot
- Plan Sponsor: H.G. Weber & Co., INC.
- Sponsor EIN: 390692430
- Sponsor Address: 725 FREMONT STREET, KIEL, WI, 53042
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $11.1M
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 | 98 | $11.1M | $320,579 | $708,377 |
| 2023 | 111 | $10.5M | $332,620 | $680,713 |
| 2022 | 110 | $10.0M | $315,524 | $590,438 |
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 |
|---|---|---|---|---|
| BDG-CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDG-CPAS — 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 | $28,567 | — | — | — | — |
| 2023 | $25,651 | — | — | — | — |
| 2022 | $32,726 | — | — | — | $32,726 |