Plan Snapshot
- Plan Sponsor: Weber Asset Management, INC.
- Sponsor EIN: 113115160
- Sponsor Address: 1983 MARCUS AVENUE, LAKE SUCCESS, NY, 110421016
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $13.0M
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 | 7 | $13.0M | $244,135 | $165,049 |
| 2023 | 7 | $10.8M | $30,310 | $149,666 |
| 2022 | 7 | $8.8M | $172,595 | $142,107 |