Plan Snapshot
- Plan Sponsor: Weidmuller, INC.
- Sponsor EIN: 743082931
- Sponsor Address: 821 SOUTHLAKE BLVD, RICHMOND, VA, 23236
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $26.2M
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 | 180 | $26.2M | $239,928 | $1.6M |
| 2023 | 188 | $25.3M | $1.1M | $1.7M |
| 2022 | 171 | $19.7M | $1.1M | $1.4M |
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 |
|---|---|---|---|---|
| OSAIC WEALTH INC | Investment Advisor | $51,924 | — | $51,924 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $26,302 | — | $26,302 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $6,017 | — | $6,017 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH INC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,243
- Estimated Expense Ratio: 0.322% 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 | $84,243 | $57,941 | — | — | — |
| 2023 | $70,600 | $48,695 | — | — | — |
| 2022 | $62,470 | $1,751 | — | — | — |