# Weinstein Management Co. INC. 401(k) Plan
Source: https://planprovider.pro/companies/weinstein-management-co-inc-401k-plan

> Weinstein Management Co. INC.'s 401(k) plan: 652 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sentinel-group) — N/A

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Gates, Hudson & Associates, INC.](https://planprovider.pro/companies/gates-hudson-associates-inc-401k-plan) — 644 participants

- [The Building People, LLC](https://planprovider.pro/companies/the-building-people-llc-401k-plan) — 443 participants

- [Franklin Group Companies, LLC](https://planprovider.pro/companies/the-franklin-johnston-group-management-development-llc-401k-plan) — 867 participants

- [Drucker & Falk, INC.](https://planprovider.pro/companies/drucker-falk-inc-401k-plan) — 910 participants

- [Capital Square Realty Advisors, LLC Dba Capital Square](https://planprovider.pro/companies/capital-square-realty-advisors-llc-dba-capital-square-401k-plan) — 342 participants

- [The Caton Companies](https://planprovider.pro/companies/the-caton-companies-401k-plan) — 324 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/weinstein-management-co-inc-401k-plan)

© 2026 PlanProvider.Pro