# Weather Shield Mfg., INC. 401(k) Plan
Source: https://planprovider.pro/companies/weather-shield-mfg-inc-401k-plan

> Weather Shield Mfg., INC.'s 401(k) plan: 761 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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