Plan Snapshot
- Plan Sponsor: Weber Distribution, LLC
- Sponsor EIN: 680592921
- Sponsor Address: 13530 ROSECRANS AVE, SANTA FE SPRINGS, CA, 90670
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 486
- Total Assets: $21.6M
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. |
|---|---|---|---|---|
| 2025 | 486 | $21.6M | $0 | $0 |
| 2024 | 488 | $18.7M | $371,644 | $1.5M |
| 2023 | 625 | $16.3M | $456,811 | $1.7M |
| 2022 | 609 | $13.0M | $397,565 | $1.4M |
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 | Recordkeeper | $63,903 | — | $63,903 |
| WINDES | Other Service Provider | $19,700 | — | $19,700 |
| BENEFIT FINANCIAL SERVIC | Recordkeeper | $12,817 | — | $12,817 |
| BENEFIT FINANCIAL SERVIC | Recordkeeper | $12,557 | — | $12,557 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,977
- Estimated Expense Ratio: 0.505% 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 | $1,956,487 | $6,608 | $97,460 | $4,898 | — |
| 2024 | $103,232 | $23,004 | $61,333 | $18,895 | — |
| 2023 | $83,615 | $15,373 | $48,461 | $19,781 | — |
| 2022 | $101,531 | $9,872 | $58,265 | — | $33,394 |