Plan Snapshot
- Plan Sponsor: Weaver Popcorn Manufacturing, LLC.
- Sponsor EIN: 350953313
- Sponsor Address: 9365 COUNSELORS ROW STE 112, INDIANAPOLIS, IN, 46240
- Plan Type: 401(k)
- Total Participants: 544
- Total Assets: $74.2M
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 | 544 | $74.2M | $3.7M | $4.9M |
| 2023 | 882 | $79.1M | $4.0M | $5.5M |
| 2022 | 993 | $69.0M | $4.3M | $6.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $163,868 | — | $163,868 |
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | $144,394 | $56 | $144,450 |
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $308,318
- Estimated Expense Ratio: 0.416% 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 | $308,262 | $144,394 | $163,868 | — | — |
| 2023 | $262,232 | $111,971 | $150,261 | — | — |
| 2022 | $310,911 | $81,461 | $175,142 | — | $54,308 |