Plan Snapshot
- Plan Sponsor: Weber-Stephen Products LLC
- Sponsor EIN: 274002685
- Sponsor Address: 1415 S. ROSELLE RD, PALATINE, IL, 60067
- Plan Type: 401(k)
- Total Participants: 1,127
- Total Assets: $119.2M
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 | 1,127 | $119.2M | $2.1M | $7.6M |
| 2023 | 1,176 | $105.0M | $2.2M | $7.8M |
| 2022 | 1,367 | $89.8M | $2.6M | $8.9M |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | $27,078 | — | — | — | — |
| 2023 | $47,268 | — | — | — | — |
| 2022 | $60,066 | — | — | — | — |