Plan Snapshot
- Plan Sponsor: Weigel Stores, INC.
- Sponsor EIN: 621588714
- Sponsor Address: P.O. BOX 650, POWELL, TN, 37849
- Plan Type: 401(k)
- Total Participants: 2,303
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,303 | $5.7M | $502,150 | $451,714 |
| 2023 | 1,997 | $5.0M | $454,170 | $370,582 |
| 2022 | 2,746 | $4.6M | $378,355 | $366,649 |
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 |
|---|---|---|---|---|
| PUGH CPAS | 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 | $83,570 | — | $53,300 | — | — |
| 2023 | $72,787 | — | $56,114 | — | — |
| 2022 | $113,478 | — | $79,115 | — | $34,363 |