Plan Snapshot
- Plan Sponsor: Weber Marking Systems, INC. Dba Weber Packaging Solutions, INC.
- Sponsor EIN: 362305066
- Sponsor Address: 711 W ALGONQUIN RD, ARLINGTON HEIGHTS, IL, 600054415
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $25.5M
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 | 202 | $25.5M | $344,102 | $984,889 |
| 2023 | 200 | $23.6M | $284,106 | $914,460 |
| 2022 | 198 | $23.8M | $298,972 | $905,497 |
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 | $51,575 | — | $51,575 |
| KESTRA ADVISORY SERVICES, LLC | Investment Advisor | — | $16,000 | $16,000 |
| MILLER COOPER & CO., LTD. | Other Service Provider | $9,000 | $5,000 | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,575
- Estimated Expense Ratio: 0.321% 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 | $60,575 | — | $51,575 | $9,000 | — |
| 2023 | $44,650 | — | $44,650 | — | — |
| 2022 | $44,661 | — | $44,661 | — | — |