Plan Snapshot
- Plan Sponsor: Weiler Corporation
- Sponsor EIN: 232193300
- Sponsor Address: ONE WEILER DRIVE, CRESCO, PA, 18326
- Plan Type: 401(k)
- Total Participants: 276
- Total Assets: $41.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 276 | $41.8M | $627,281 | $2.3M |
| 2023 | 300 | $36.3M | $650,577 | $2.2M |
| 2022 | 313 | $29.3M | $574,623 | $2.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $56,990 | — | $56,990 |
| NEWTON ONE INVESTMENTS | Investment Advisor | $5,547 | — | $5,547 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,537
- Estimated Expense Ratio: 0.150% 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 | $62,537 | — | — | — | — |
| 2023 | $51,777 | $3,498 | — | — | — |
| 2022 | $42,947 | — | — | — | — |