Plan Snapshot
- Plan Sponsor: Webber, LLC.
- Sponsor EIN: 742454910
- Sponsor Address: 1725 HUGHES LANDING BLVD, THE WOODLANDS, TX, 77380
- Plan Type: 401(k)
- Total Participants: 5,049
- Total Assets: $189.3M
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 | 5,049 | $189.3M | $9.6M | $13.1M |
| 2023 | 3,778 | $160.5M | $9.0M | $12.4M |
| 2022 | 2,860 | $106.1M | $8.2M | $11.5M |
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 | $213,410 | — | $213,410 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $99,000 | — | $99,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $20,771 | — | $20,771 |
| HAM, LANGSTON & BREZINA, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- HAM, LANGSTON & BREZINA, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $333,181
- Estimated Expense Ratio: 0.176% 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 | $333,181 | $119,771 | $300 | — | — |
| 2023 | $375,231 | $111,836 | — | — | — |
| 2022 | $419,127 | $3,680 | — | — | — |