The Weiss Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Weiss Group, INC.
  • Sponsor EIN: 364028918
  • Sponsor Address: 400 SKOKIE BLVD. SUITE 415, NORTHBROOK, IL, 60062
  • Plan Type: 401(k)
  • Total Participants: 12
  • Total Assets: $6.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202412$6.6M$87,279$114,201
202311$5.8M$83,400$116,236
202213$5.2M$79,253$115,198

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