Plan Snapshot
- Plan Sponsor: Millstone Weber, LLC
- Sponsor EIN: 465342336
- Sponsor Address: 601 FOUNTAIN LAKES BLVD., ST. CHARLES, MO, 63301
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $29.7M
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 | 132 | $29.7M | $713,086 | $1.2M |
| 2023 | 128 | $25.2M | $670,183 | $1.1M |
| 2022 | 106 | $23.9M | $508,832 | $816,155 |
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 |
|---|---|---|---|---|
| LOPATA, FLEGEL & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOPATA, FLEGEL & COMPANY, LLP — 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 | $92,514 | $46,172 | — | — | — |
| 2023 | $58,015 | $40,517 | — | — | — |
| 2022 | $48,055 | $36,111 | $11,944 | — | — |