# Weis Markets, INC. 401(k) Plan
Source: https://planprovider.pro/companies/weis-markets-inc-401k-plan

> Weis Markets, INC.'s 401(k) plan: 21,014 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|21,014|$304.0M|$6.0M|$19.0M|

| 2023|22,246|$269.1M|$5.9M|$17.2M|

| 2022|23,208|$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|

| VOYA INSTITUTIONAL PLAN SERVICES|RECORDKEEPER|$798,052|—|$798,052|

| VOYA RETIREMENT ADVISORS, LLC|INVEST ADVISOR|$124,143|—|$124,143|

| CAPFINANCIAL PARTNERS LLC|NONE|$115,200|—|$115,200|

| RKL, LLP|AUDITOR|$20,800|—|$20,800|

### Verified Provider Profiles

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

- [VOYA RETIREMENT ADVISORS, LLC](https://planprovider.pro/provider/voya-financial) — INVEST ADVISOR

- [RKL, LLP](https://planprovider.pro/provider/rkl-llp) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,058,195

- **Estimated Expense Ratio:** 0.348% 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|$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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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/weis-markets-inc-401k-plan)

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