# Weaver And Tidwell, L.L.P. 401(k) Plan
Source: https://planprovider.pro/companies/weaver-and-tidwell-l-l-p-401k-plan

> Weaver And Tidwell, L.L.P.'s 401(k) plan: 1,501 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — CONSULTANT

- [RUBINBROWN, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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