Plan Ledger DOL Form 5500 · updated monthly

Weber Holdings, LLC401(k)

WEBER HOLDINGS, LLC 401(K) RETIREMENT PLAN · LA CROSSE, WI · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Weber Holdings, LLC reported $21,706 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $865 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 3 years on file its reported administrative ratio has held roughly steady near 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Wisconsin (1,729th of 1,936), and the 1,095th of 2,240 in accommodation & food services. In 2024, employees put in $2.96 for every $1.00 the employer contributed; active participation has shrunk from 206 to 141 since 2022.

Plan summary
Net assets, end of year$3,597,493
Participants with balances100
Active participants141
Employer contributions$121,966
Employee contributions$361,120
Employer contribution per active participant$865
Average account balance$35,975
Benefits paid to participants$480,928
Plan auditUnmodified (clean) audit opinion
AuditorENGELSON & ASSOCIATES, LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 100 accts · $122K emplr
2023$3.3M · 115 accts · $104K emplr
2022$2.6M · 113 accts · $79K emplr
Administrative expenses, itemized · 2024
Investment management$21,706
Total administrative$21,706
The Weber Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$865
Median for plans this size$1,313
2024$865 per active participant
2023$421 per active participant
2022$384 per active participant

Weber Holdings, LLC's 2024 employer contribution ran below the $1,313 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TRUST POINT INC. · Recordkeeping · Trustee$21,706

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

Recordkeeper by year2
2024TRUST POINT INC.
2023TRUST POINT INC.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$21,706 · 0.63%
2023$18,841 · 0.64%
2022$17,198 · 0.66%
Same employer
Similar plansAccommodation & Food Services · Wisconsin
Cobblestone Hotels, LLC WI$4.2M · 0.52%
Larson Management Inc. WI$4.2M · 0.08%
Toppers Pizza, LLC WI$4.1M · 0.66%
Afsco, Inc. WI$3.9M · 0.45%
Eatstreet, Inc. WI$3.5M · 1.02%
W. Z. Wisco, Inc. WI$3.5M · 1.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202688883 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.