Plan Snapshot
- Plan Sponsor: Weimer Bearing & Transmission, INC.
- Sponsor EIN: 390931834
- Sponsor Address: N112 W13131 MEQUON RD, GERMANTOWN, WI, 53022
- Plan Type: 401(k)
- Total Participants: 375
- Total Assets: $63.2M
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 | 375 | $63.2M | $2.6M | $3.0M |
| 2023 | 336 | $51.7M | $2.4M | $2.8M |
| 2022 | 334 | $41.0M | $2.1M | $2.5M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL, LLC - RPCP | Other Service Provider | $16,695 | — | $16,695 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $11,282 | — | $11,282 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,977
- Estimated Expense Ratio: 0.044% 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 | $138,766 | $16,695 | $122,071 | — | — |
| 2023 | $120,265 | $21,900 | $98,365 | — | — |
| 2022 | $101,902 | $16,425 | $85,477 | — | — |