Retirement plan

THE HARRY AND JEANETTE WEINBERG FOUNDATION, INC. 403(B) PLAN

Name: THE HARRY AND JEANETTE WEINBERG FOUNDATION, INC. - THE HARRY AND JEANETTE WEINBERG FOUNDATION, INC. 403(B) PLAN (2025) Form 5500
Creator: THE HARRY AND JEANETTE WEINBERG FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE HARRY AND JEANETTE WEINBERG FOUNDATION, INC. 403(B) PLAN, THE HARRY AND JEANETTE WEINBERG FOUNDATION, INC.

THE HARRY AND JEANETTE WEINBERG FOUNDATION, INC.EIN 52-6037034Plan #002PY 2025

7 PARK CENTER COURT - OWINGS MILLS, MD 21117410-654-8500LinkedIn11-50 employeesphilanthropy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$12.3M

+20.1% from 2024

Total participants

-2.3% from 2024

Average account balance

$176,193

+18.4% from 2024

Annual return

18.83%

+6.52 pp from 2024

Benchmarks

See 4,530 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort4,530 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.33M

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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.

101.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$986K

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

+18.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12305

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 codes2M2G2T2F3D

Plan features

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$861K

$12483 / participant

Other / not subdivided$861K100.0%

% of EOY assets

6.984%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$176,193

$61,125+188.3%

$94,057+87.3%

$87,485+101.4%

Participation rate

79.7%

64.1%+15.6pp

73.3%+6.4pp

68.9%+10.8pp

Annual return

18.83%

35.20%-16.4pp

480.62%-461.8pp

26.06%-7.2pp

Employer contribution / active EE

$3,181

$2,136+48.9%

$2,933+8.4%

$2,596+22.5%

Participant deferral / active EE

$11,112

$3,260+240.8%

$4,709+136.0%

$4,274+160.0%

Admin fee / account holder

$12,305

$5,629+118.6%

$7,244+69.9%

$7,775+58.3%

THE HARRY AND JEANETTE WEINBERG FOUNDATION, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE HARRY AND JEANETTE WEINBERG FOUNDATION, INC. 403(B) PLAN

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