Plan Snapshot
- Plan Sponsor: Weaver And Tidwell, L.L.P.
- Sponsor EIN: 750786316
- Sponsor Address: 2821 WEST SEVENTH STREET, FORT WORTH, TX, 76107
- Plan Type: 401(k)
- Total Participants: 1,501
- Total Assets: $157.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,501 | $157.1M | $6.1M | $13.9M |
| 2023 | 1,160 | $122.9M | $5.0M | $9.8M |
| 2022 | 960 | $99.8M | $4.2M | $7.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $109,400 | — | $109,400 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | CONSULTANT | $59,996 | — | $59,996 |
| RUBINBROWN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GALLAGHER FIDUCIARY ADVISORS, LLC — CONSULTANT
- RUBINBROWN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $169,396
- Estimated Expense Ratio: 0.108% 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 | $169,074 | — | — | — | — |
| 2023 | $140,178 | — | $1,200 | — | — |
| 2022 | $137,971 | — | — | — | — |