Wier & Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wier & Associates, INC.
  • Sponsor EIN: 751676989
  • Sponsor Address: 2201 E. LAMAR BLVD., ARLINGTON, TX, 76006
  • Plan Type: 401(k)
  • Total Participants: 43
  • Total Assets: $13.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202443$13.4M$429,865$358,874
202345$12.1M$405,270$282,584
202241$10.7M$414,077$279,020

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