Plan Snapshot
- Plan Sponsor: Mann. Weitz & Associates L.L.C.
- Sponsor EIN: 363963131
- Sponsor Address: 570 LAKE COOK ROAD, SUITE 330, DEERFIELD, IL, 60015
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 30 | $6.0M | $29,249 | $318,769 |
| 2023 | 31 | $6.9M | $27,270 | $297,481 |
| 2022 | 27 | $5.8M | $26,613 | $306,134 |