# The Weitz Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-weitz-company-llc-401k-plan

> The Weitz Company, LLC's 401(k) plan: 1,191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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