Plan Snapshot
- Plan Sponsor: Weichert Co.
- Sponsor EIN: 222084741
- Sponsor Address: 1625 ROUTE 10 EAST, MORRIS PLAINS, NJ, 07950
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,692
- Total Assets: $247.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,692 | $247.4M | $0 | $0 |
| 2024 | 1,102 | $231.1M | $980,471 | $7.6M |
| 2023 | 1,189 | $225.1M | $381,010 | $8.2M |
| 2022 | 1,426 | $202.6M | $1.3M | $9.0M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | Other Service Provider | $91,561 | — | $91,561 |
| CAPFINANCIAL PARTNERS LLC | Other Service Provider | $42,500 | — | $42,500 |
| WISS & COMPANY LLP. | Other Service Provider | $21,000 | — | $21,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $155,061
- Estimated Expense Ratio: 0.063% 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 |
|---|---|---|---|---|---|
| 2025 | $25,136,379 | $42,500 | — | $21,000 | — |
| 2024 | $222,420 | $42,500 | — | $20,000 | — |
| 2023 | $76,802 | $42,500 | — | $18,000 | — |
| 2022 | $73,830 | $21,250 | — | — | $39,000 |