Plan Ledger DOL Form 5500 · updated monthly

Weaber, Inc.401(k)

WEABER RETIREMENT SAVINGS PLAN · LEBANON, PA · plan year 2023

Reported admin expense ratio · 2023
0.61%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Weaber, Inc. reported $87,064 in plan administrative expenses for 2023: 0.61% of average plan assets, higher than ~75% of peers. Employer contributions averaged $275 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.53% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (1,872nd of 3,651), and 7,149th of 13,661 in manufacturing. In 2023, employees put in $8.73 for every $1.00 the employer contributed; active participation has shrunk from 357 to 308 since 2022.

Plan summary
Net assets, end of year$14,799,317
Participants with balances357
Active participants308
Employer contributions$84,668
Employee contributions$738,928
Employer contribution per active participant$275
Average account balance$41,455
Benefits paid to participants$1,523,272
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.7M · 377 accts · $100K emplr
2023$14.8M · 357 accts · $85K emplr
2022$13.8M · 399 accts · $88K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$47,403
Investment management$39,661
Total administrative$87,064
The Weaber, Inc. 401(k) match · 2023
Employer contribution per active participant$275
Median for plans this size$2,440
2024$310 per active participant
2023$275 per active participant
2022$245 per active participant

Weaber, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
JPMORGAN INVEST HOLDINGS LLC$47,403
RBC CAPITAL MARKETS LLC · Investment advisory (plan)$40,806

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$96,112 · 0.65%
2023$87,064 · 0.61%
2022$79,601 · 0.53%
Same employer
Similar plansManufacturing · Pennsylvania
Sarris Candies, Inc. PA$14.6M · 0.01%
Asgco Manufacturing, Inc. PA$14.5M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320362825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.