Plan Snapshot
- Plan Sponsor: Weiler Forestry, INC.
- Sponsor EIN: 834327631
- Sponsor Address: 100 SL WHITE BLVD, LAGRANGE, GA, 30241
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 270
- Total Assets: $9.1M
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. |
|---|---|---|---|---|
| 2023 | 270 | $9.1M | $390,451 | $1.1M |
| 2022 | 208 | $7.2M | $367,888 | $1.0M |
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 |
|---|---|---|---|---|
| THE FINWAY GROUP, LLC | Other Service Provider | $31,722 | — | $31,722 |
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $18,567 | — | $18,567 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $6,579 | — | $6,579 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,868
- Estimated Expense Ratio: 0.628% 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 |
|---|---|---|---|---|---|
| 2023 | $50,166 | — | $50,166 | — | — |
| 2022 | $45,997 | — | — | — | $45,997 |