Plan Snapshot
- Plan Sponsor: The Weitz Company, LLC
- Sponsor EIN: 421512625
- Sponsor Address: 611 5TH AVE STE 300, DES MOINES, IA, 50309
- Plan Type: 401(k)
- Total Participants: 1,191
- Total Assets: $149.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,191 | $149.6M | $3.7M | $11.6M |
| 2023 | 1,197 | $134.5M | $2.8M | $8.9M |
| 2022 | 903 | $117.3M | $2.3M | $7.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $140,132 | — | $140,132 |
| CAPFINANCIAL PARTNERS LL | CONTRACT ADMINISTRATOR | $61,903 | — | $61,903 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $202,035
- Estimated Expense Ratio: 0.135% of plan assets
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 | $202,166 | $61,903 | $140,263 | — | — |
| 2023 | $176,381 | $30,050 | $146,331 | — | — |
| 2022 | $160,272 | $44,200 | $116,072 | — | — |