# Weber Gallagher Simpson Stapleto 401(k) Plan
Source: https://planprovider.pro/companies/weber-gallagher-simpson-stapleton-fires-newby-llp-401k-plan

> Weber Gallagher Simpson Stapleto's 401(k) plan: 267 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Weber Gallagher Simpson Stapleto

- **Sponsor EIN:** 232668892

- **Sponsor Address:** 2000 MARKET STREET 13TH FLOOR, PHILADELPHIA, PA, 19103

- **Plan Type:** 401(k)

- **Total Participants:** 267

- **Total Assets:** $34.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|267|$34.2M|$0|$2.1M|

| 2023|215|$30.6M|$0|$1.8M|

| 2022|201|$35.1M|$0|$1.7M|

## 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|

| KREISCHER MILLER|Auditor|$42,250|—|$42,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KREISCHER MILLER](https://planprovider.pro/provider/kreischer-miller) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $42,250

- **Estimated Expense Ratio:** 0.124% 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|$115,949|$27,026|—|$42,250|—|

| 2023|$210,087|$202,757|—|—|—|

| 2022|$123,563|—|—|—|$123,563|

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