Plan Snapshot
- Plan Sponsor: Weaver Cooke Construction, LLC
- Sponsor EIN: 561992075
- Sponsor Address: 8401 KEY BOULEVARD, GREENSBORO, NC, 27409
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 118
- Total Assets: $12.4M
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. |
|---|---|---|---|---|
| 2023 | 118 | $12.4M | $319,018 | $950,115 |
| 2022 | 113 | $10.2M | $264,163 | $753,622 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $20,364 | — | $20,364 |
| MMA SECURITIES LLC | Investment Advisor | $15,248 | — | $15,248 |
| LPL FINANCIAL | Investment Advisor | $14,041 | — | $14,041 |
| BKD LLP | Auditor | $10,238 | — | $10,238 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,891
- Estimated Expense Ratio: 0.482% 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 |
|---|---|---|---|---|---|
| 2023 | $59,892 | $29,291 | — | $10,237 | — |
| 2022 | $69,101 | — | $7,882 | — | $61,219 |