Plan Snapshot
- Plan Sponsor: Weaver Consultants Group, LLC
- Sponsor EIN: 364365041
- Sponsor Address: 35 EAST WACKER DRIVE SUITE 1250, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 608
- Total Assets: $48.7M
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 | 608 | $48.7M | $1.2M | $3.8M |
| 2023 | 549 | $43.1M | $1.1M | $3.3M |
| 2022 | 465 | $34.7M | $920,571 | $2.8M |
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 |
|---|---|---|---|---|
| ROTHSCHILD INVESTMENT CORPORATION | Investment Advisor | $76,858 | — | $76,858 |
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $48,393 | — | $48,393 |
| CLIFTON LARSON ALLEN LLC | Auditor | $21,630 | — | $21,630 |
| HOWARD SIMON & ASSOCIATES, INC. | Recordkeeper | $4,205 | $5,000 | $9,205 |
| SCP RETIREMENT SERVICES LLC | Other Service Provider | $3,440 | $5,000 | $8,440 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $164,526
- Estimated Expense Ratio: 0.338% 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 | $140,951 | — | $140,951 | — | — |
| 2023 | $126,697 | — | $126,697 | — | — |
| 2022 | $104,501 | — | $104,501 | — | — |