Plan Snapshot
- Plan Sponsor: Weinstein Management Co. INC.
- Sponsor EIN: 540696440
- Sponsor Address: 3951 STILLMAN PKWY., GLEN ALLEN, VA, 23060
- Plan Type: 401(k)
- Total Participants: 652
- Total Assets: $15.9M
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 | 652 | $15.9M | $283,190 | $1.5M |
| 2023 | 654 | $13.5M | $261,529 | $1.4M |
| 2022 | 651 | $9.9M | $226,310 | $1.2M |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | N/A | $73,753 | — | $73,753 |
| NATIONAL FINANCIAL SERVICES, LLC | NONE | $10,092 | — | $10,092 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, LLC — N/A
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,845
- Estimated Expense Ratio: 0.529% 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 | $83,845 | — | — | — | — |
| 2023 | $72,693 | — | $8,494 | — | — |
| 2022 | $74,733 | — | $74,733 | — | — |