Plan Snapshot
- Plan Sponsor: Weber-Knapp Company, INC.
- Sponsor EIN: 160997721
- Sponsor Address: 441 CHANDLER STREET, JAMESTOWN, NY, 147020518
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $12.2M
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 | 96 | $12.2M | $227,240 | $469,940 |
| 2023 | 100 | $12.4M | $212,686 | $427,885 |
| 2022 | 99 | $13.2M | $215,231 | $397,713 |
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 |
|---|---|---|---|---|
| SCHAFFNER, KNIGHT, MIANNAUGH & CO. | 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 | $57,011 | — | $57,011 | — | — |
| 2023 | $61,375 | — | $61,375 | — | — |
| 2022 | $23,351 | — | $23,351 | — | — |