Plan Snapshot
- Plan Sponsor: Weber Holdings, LLC
- Sponsor EIN: 202688883
- Sponsor Address: 232 3RD ST N SUITE 202, LA CROSSE, WI, 54601
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 141 | $3.6M | $121,966 | $361,120 |
| 2023 | 247 | $3.3M | $104,080 | $305,075 |
| 2022 | 206 | $2.6M | $79,069 | $303,965 |
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 |
|---|---|---|---|---|
| ENGELSON & ASSOCIATES, LTD. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $21,706 | $21,706 | — | — | — |
| 2023 | $18,841 | $18,841 | — | — | — |
| 2022 | $17,198 | — | — | — | $17,198 |