# Weekley Homes LLC 401(k) Plan
Source: https://planprovider.pro/companies/weekley-homes-401k-plan

> Weekley Homes LLC's 401(k) plan: 1,679 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Weekley Homes LLC

- **Sponsor EIN:** 760519106

- **Sponsor Address:** 1111 NORTH POST OAK ROAD, HOUSTON, TX, 77055

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

- **Total Participants:** 1,679

- **Total Assets:** $413.2M

## 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|1,679|$413.2M|$14.1M|$19.9M|

| 2023|1,566|$356.1M|$13.3M|$17.8M|

| 2022|1,551|$307.6M|$12.5M|$16.7M|

## 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|

| MILLIMAN, INC.|NONE|$294,479|$336,760|$631,239|

| WARWICK INVESTMENT MANAGEMENT INC.|NONE|$99,123|—|$99,123|

| CHARLES SCHWAB TRUST BANK|NONE|—|$24,223|$24,223|

| RSM US LLP|NONE|$19,500|—|$19,500|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $774,085

- **Estimated Expense Ratio:** 0.187% 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|$416,502|$101,123|—|$19,500|—|

| 2023|$389,797|$86,706|—|$17,590|—|

| 2022|$349,109|—|—|—|$349,109|

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