Retirement plan

WEISS MEAT AND DELI 401K PLAN

Name: KLEINER LLC - WEISS MEAT AND DELI 401K PLAN (2025) Form 5500
Creator: KLEINER LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEISS MEAT AND DELI 401K PLAN, KLEINER LLC

KLEINER LLCEIN 27-3775933Plan #001PY 2025

51094 D W SEATON - CHESTERFIELD TWP, MI 48047586-549-8061

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$531K

+30.6% from 2024

Total participants

0.0% from 2024

Average account balance

$88,419

+8.9% from 2024

Annual return

12.98%

+0.66 pp from 2024

Benchmarks

See 10,223 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,223 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$531K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$88K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.98%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,419

$124,980-29.3%

$108,359-18.4%

$154,746-42.9%

Participation rate

85.7%

75.2%+10.5pp

70.1%+15.6pp

80.7%+5.0pp

Annual return

12.98%

45.00%-32.0pp

36.89%-23.9pp

172.34%-159.4pp

Employer contribution / active EE

$2,095

$2,851-26.5%

$2,399-12.7%

$4,379-52.2%

Participant deferral / active EE

$8,151

$4,743+71.9%

$4,137+97.0%

$6,730+21.1%

Admin fee / account holder

$11,502-100.0%

$9,741-100.0%

$14,365-100.0%

WEISS MEAT AND DELI 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WEISS MEAT AND DELI 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion