# Weston Hurd LLP 401(k) Plan
Source: https://planprovider.pro/companies/weston-hurd-llp-340643459-001

> Weston Hurd LLP's 401(k) plan: 138 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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