Plan Snapshot
- Plan Sponsor: The Weston Group, INC.
- Sponsor EIN: 232685423
- Sponsor Address: 2222 SULLIVAN TRAIL, EASTON, PA, 18040
- Plan Type: 401(k)
- Total Participants: 995
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 995 | $12.8M | $0 | $1.7M |
| 2023 | 878 | $10.1M | $0 | $1.3M |
| 2022 | 692 | $7.7M | $0 | $1.0M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $121,455 | — | $121,455 |
| KRONICK KALADA BERDY & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- KRONICK KALADA BERDY & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,455
- Estimated Expense Ratio: 0.947% 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 | $121,455 | — | — | — | — |
| 2023 | $104,597 | — | — | — | — |
| 2022 | $94,006 | — | — | — | — |