Plan Snapshot
- Plan Sponsor: Weaber, INC.
- Sponsor EIN: 320362825
- Sponsor Address: 1231 MOUNT WILSON ROAD, LEBANON, PA, 17042
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 268
- Total Assets: $12.5M
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. |
|---|---|---|---|---|
| 2025 | 268 | $12.5M | $0 | $0 |
| 2024 | 322 | $14.7M | $99,752 | $735,212 |
| 2023 | 308 | $14.8M | $84,668 | $738,928 |
| 2022 | 357 | $13.8M | $87,536 | $845,238 |
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 |
|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | Investment Advisor | $41,679 | — | $41,679 |
| JPMORGAN INVEST HOLDINGS LLC | Recordkeeper | $38,197 | — | $38,197 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,876
- Estimated Expense Ratio: 0.638% 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 |
|---|---|---|---|---|---|
| 2025 | $4,833,301 | $41,679 | — | — | — |
| 2024 | $96,112 | $43,913 | — | — | — |
| 2023 | $87,064 | $39,661 | — | — | — |
| 2022 | $79,601 | $41,376 | $38,225 | — | — |