Plan Snapshot
- Plan Sponsor: Weston Hurd LLP
- Sponsor EIN: 340643459
- Sponsor Address: 1300 EAST 9TH STREET - SUITE 1400, CLEVELAND, OH, 441141862
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 138
- Total Assets: $37.7M
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. |
|---|---|---|---|---|
| 2025 | 138 | $37.7M | $0 | $0 |
| 2024 | 102 | $36.3M | $334,868 | $1.1M |
| 2023 | 98 | $28.8M | $214,258 | $904,656 |
| 2022 | 72 | $25.9M | $0 | $642,665 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $85,600 | — | $85,600 |
| WELLS FARGO ADVISORS FINANCIAL NETW | Investment Advisor | $7,500 | — | $7,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,100
- Estimated Expense Ratio: 0.247% 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 |
|---|---|---|---|---|---|
| 2025 | $6,210,393 | $7,500 | $85,600 | — | — |
| 2024 | $312,115 | — | — | — | — |
| 2023 | $2,816,202 | — | — | — | — |
| 2022 | $1,263,561 | — | — | — | — |