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Sponsor portfolio

WEIDERT GROUP INCORPORATED

EIN 39-1508459-marketing and advertising-Latest filing 2025
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
79
1107 E SOUTH RIVER ST - APPLETON, WI 549152223920-731-2771weidert.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$5.1M - 41 part#002ESOP-$2.4M - 38 part

Retirement portfolio analytics

2 plans aggregated / $7.5M assets / 79 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • PLAN & TRUST (#001)67%
  • EMPLOYEE STOCK OWNERSHIP (#002)33%
Total $7.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)41
  • EMPLOYEE STOCK OWNERSHIP (#002)38
Total 79Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WEIDERT GROUP INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.1M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

WEIDERT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.4M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WEIDERT GROUP INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST401k$5.1M412025
002WEIDERT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$2.4M382024
Retirement plans
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