Weleski Transfer 401(k) match, vesting and fees
What Weleski Transfer's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Assuredpartners Investment Advisors | Schedule C ↗ |
| Independent auditor | Deluzio & Company LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 14,788 defined-contribution plans in transportation and warehousing with fewer than 100 participants.
| Weleski Transfer: employer contribution per participant | $436 | |
| Peer median | $1,356 |
| Weleski Transfer: average balance | $85,782 | |
| Peer median | $26,216 |
| Weleski Transfer: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.60% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.8M at the end of plan year 2021 to $8.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 133 | $8.4M | $43K | $436 | 0.25% | Not published | Form 5500 ↗ |
| 2024 | 136 | $7.5M | $31K | $301 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 149 | $6.3M | $35K | $278 | 0.46% | Not published | Form 5500 ↗ |
| 2022 | 108 | $5.7M | $36K | $356 | 0.45% | Not published | Form 5500 ↗ |
| 2021 | 117 | $6.8M | $34K | $317 | 0.44% | Not published | Form 5500 ↗ |
Common questions
Does Weleski Transfer match 401(k) contributions?
The match terms for the Weleski Transfer, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $43K in employer contributions, about $436 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Weleski Transfer 401(k) match vested?
The vesting schedule for the Weleski Transfer, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Weleski Transfer 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Assuredpartners Investment Advisors. The plan administrator is Weleski Transfer, Inc..
I left Weleski Transfer. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Weleski Transfer, Inc., (724) 822-1788) or the recordkeeper, Assuredpartners Investment Advisors. The Weleski Transfer old 401(k) page lists the contacts from every plan filing. Find an old Weleski Transfer 401(k)
Data from the public Form 5500 annual reports Weleski Transfer filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Weleski Transfer. Not financial advice. Report a correction · Methodology