Weltman, Weinberg & Reis Co., L.P.A. 401(k) match, vesting and fees
What Weltman, Weinberg & Reis Co., L.P.A.'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 | Schwab Retirement Plan Services Inc | Schedule C ↗ |
| Independent auditor | Ciuni & Panichi, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 329 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Weltman, Weinberg & Reis Co., L.P.A.: employer contribution per participant | $2,227 | |
| Peer median | $2,682 |
| Weltman, Weinberg & Reis Co., L.P.A.: average balance | $89,376 | |
| Peer median | $99,496 |
| Weltman, Weinberg & Reis Co., L.P.A.: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.18% |
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 $53.3M at the end of plan year 2021 to $70M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 856 | $70M | $1.7M | $2,227 | 0.28% | Not published | Form 5500 ↗ |
| 2024 | 778 | $58.5M | $1.4M | $2,033 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 720 | $53M | $750K | $1,093 | 0.25% | Not published | Form 5500 ↗ |
| 2022 | 690 | $45.2M | $864K | $1,321 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 685 | $53.3M | $1M | $1,574 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Weltman, Weinberg & Reis Co., L.P.A. match 401(k) contributions?
The match terms for the Weltman, Weinberg & Reis Co., L.P.A 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2025 filing reports $1.7M in employer contributions, about $2,227 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Weltman, Weinberg & Reis Co., L.P.A. 401(k) match vested?
The vesting schedule for the Weltman, Weinberg & Reis Co., L.P.A 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Weltman, Weinberg & Reis Co., L.P.A. 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services Inc. The plan administrator is Weltman, Weinberg & Reis Co., L.P.A.
I left Weltman, Weinberg & Reis Co., L.P.A.. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Weltman, Weinberg & Reis Co., L.P.A, (216) 739-5192) or the recordkeeper, Schwab Retirement Plan Services Inc. The Weltman, Weinberg & Reis Co., L.P.A. old 401(k) page lists the contacts from every plan filing. Find an old Weltman, Weinberg & Reis Co., L.P.A. 401(k)
Data from the public Form 5500 annual reports Weltman, Weinberg & Reis Co., L.P.A. 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 Weltman, Weinberg & Reis Co., L.P.A.. Not financial advice. Report a correction · Methodology