Plan Snapshot
- Plan Sponsor: Weather Shield Mfg., INC.
- Sponsor EIN: 390942408
- Sponsor Address: 1 WEATHER SHIELD PLAZA, MEDFORD, WI, 54451
- Plan Type: 401(k)
- Total Participants: 761
- Total Assets: $89.0M
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 | 761 | $89.0M | $603,246 | $4.1M |
| 2023 | 804 | $88.3M | $668,659 | $4.2M |
| 2022 | 881 | $79.2M | $710,112 | $4.3M |
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 |
|---|---|---|---|---|
| FRANCIS INVESTMENT COUNSEL LLC | ADVISOR | $95,027 | — | $95,027 |
| NEWPORT GROUP, INC. | RECORDKEEPER | $76,159 | — | $76,159 |
| HAWKINS ASH CPAS, LLP | AUDITOR | $10,675 | — | $10,675 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPAS, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $181,861
- Estimated Expense Ratio: 0.204% 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 | $181,861 | $95,027 | $43,803 | $10,675 | — |
| 2023 | $165,619 | $95,128 | $28,221 | $7,400 | — |
| 2022 | $210,582 | $95,060 | $108,122 | — | $7,400 |