Plan Snapshot
- Plan Sponsor: Weavers Hardware Company
- Sponsor EIN: 231920916
- Sponsor Address: 732 FLEETWOOD LYONS RD, FLEETWOOD, PA, 19522
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 23
- Total Assets: $34,623
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 23 | $34,623 | $0 | $0 |
| 2024 | 35 | $6,948 | $277,718 | $72,500 |
| 2023 | 24 | $18,549 | $297,953 | $1,607 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $20,449 | — | $20,449 |
| TOMPKINS INSURANCE | Investment Advisor | $8,856 | — | $8,856 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,305
- Estimated Expense Ratio: 84.640% 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 |
|---|---|---|---|---|---|
| 2025 | $157,757 | — | — | — | — |
| 2024 | $372,059 | — | — | — | — |
| 2023 | $375,234 | — | — | — | — |