# Weltman, Weinberg & Reis Co., L.P.A 401(k) Plan
Source: https://planprovider.pro/companies/weltman-weinberg-reis-co-l-p-a-401k-plan

> Weltman, Weinberg & Reis Co., L.P.A's 401(k) plan: 636 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Weltman, Weinberg & Reis Co., L.P.A

- **Sponsor EIN:** 341095923

- **Sponsor Address:** 5990 WEST CREEK RD, INDEPENDENCE, OH, 44131

- **Plan Type:** 401(k)

- **Total Participants:** 636

- **Total Assets:** $58.5M

## 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|636|$58.5M|$1.4M|$3.2M|

| 2023|552|$53.0M|$749,769|$2.9M|

| 2022|532|$45.2M|$863,796|$2.6M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES INC|NONE|$118,393|—|$118,393|

| KLOPP INVESTMENT MANAGEMENT LL|NONE|$14,114|—|$14,114|

| CIUNI & PANICHI, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $132,507

- **Estimated Expense Ratio:** 0.226% 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|$132,762|$116,449|—|—|—|

| 2023|$124,119|$99,629|—|—|—|

| 2022|$117,768|$10,807|—|—|—|

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