Weis Markets, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Weis Markets, INC.
  • Sponsor EIN: 240755415
  • Sponsor Address: 1000 SOUTH SECOND ST., SUNBURY, PA, 178010471
  • Plan Type: 401(k)
  • Total Participants: 21,014
  • Total Assets: $304.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202421,014$304.0M$6.0M$19.0M
202322,246$269.1M$5.9M$17.2M
202223,208$226.9M$6.3M$16.9M

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
RKL LLPAuditor$0

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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$2,004,373$1,027,320$30,875
2023$1,730,242$89,779$23,394$15,000
2022$1,648,739

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