Retirement plan

EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST

Name: EDGAR A. WEBER & COMPANY - EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: EDGAR A. WEBER & COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST, EDGAR A. WEBER & COMPANY

EDGAR A. WEBER & COMPANYEIN 36-2310066Plan #001PY 2025

549 PALWAUKEE DRIVE, P.O. BOX 546 - WHEELING, IL 60090847-215-1980LinkedIn51-200 employeesfood production

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$21.1M

+11.1% from 2024

Total participants

125

+3.3% from 2024

Average account balance

$168,509

+7.5% from 2024

Annual return

8.73%

-1.94 pp from 2024

Benchmarks

See 852 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort852 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.06M

Not enough data

1 years with asset history on file

Average account balance

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

$169K

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.

125

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.56M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+8.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1861

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

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS Service code 27 · EIN 36-3258176	Advisory (Plan)	$171,416
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969	Recordkeeping	$61,263

Plan features & details

Pension benefit codes2A2E2F2G2J2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$233K

$2041 / participant

Recordkeeping$61K26.3%
Investment mgmt$171K73.7%

% of EOY assets

1.105%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: DUGAN & LOPATKA, CPAS
Auditor EIN: 362886485
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$168,509

$75,058+124.5%

$152,301+10.6%

$64,340+161.9%

Participation rate

100.0%

60.9%+39.1pp

82.4%+17.6pp

55.2%+44.8pp

Annual return

8.73%

29.93%-21.2pp

80.50%-71.8pp

24.14%-15.4pp

Employer contribution / active EE

$8,610

$2,605+230.6%

$4,624+86.2%

$1,862+362.5%

Participant deferral / active EE

$5,066

$5,041+0.5%

$8,004-36.7%

$2,980+70.0%

Admin fee / account holder

$1,861

$4,050-54.0%

$14,398-87.1%

$3,703-49.7%

Provider

Service type

Compensation

CETERA ADVISOR NETWORKS LLC2 years

Filed as: CETERA INVESTMENT ADVISORS

Service code 27 · EIN 36-3258176

Advisory (Plan)

$171,416

NEWPORT GROUP, INC.10+ years

Service code 15 · EIN 27-2037969

Recordkeeping

$61,263

EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion