Plan Snapshot
- Plan Sponsor: Weis Builders, INC.
- Sponsor EIN: 410834779
- Sponsor Address: 7645 LYNDALE AVENUE SOUTH, SUITE 30, MINNEAPOLIS, MN, 55423
- Plan Type: 401(k)
- Total Participants: 280
- Total Assets: $40.2M
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 | 280 | $40.2M | $814,931 | $2.6M |
| 2023 | 265 | $33.2M | $738,105 | $2.3M |
| 2022 | 239 | $27.5M | $639,782 | $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 |
|---|---|---|---|---|
| WIPFLI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $62,551 | — | $62,551 | — | — |
| 2023 | $36,598 | $19,026 | $2,651 | — | — |
| 2022 | $39,229 | $38,540 | $689 | — | — |