Wes Holdings 401(k) match, vesting and fees
What Wes Holdings' 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Pricewaterhousecoopers (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Wes Holdings: employer contribution per participant | $1,143 | |
| Peer median | $2,556 |
| Wes Holdings: average balance | $139,972 | |
| Peer median | $100,166 |
| Wes Holdings: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $546M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,973 | $546M | $4.5M | $1,143 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Wes Holdings match 401(k) contributions?
The match terms for the Weston Solutions, Inc. Retirement Savings and Employee Stock Ownership Plan have not been published from its filing yet. The plan year 2024 filing reports $4.5M in employer contributions, about $1,143 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wes Holdings 401(k) match vested?
The vesting schedule for the Weston Solutions, Inc. Retirement Savings and Employee Stock Ownership Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wes Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Wes Holdings, Inc..
I left Wes Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wes Holdings, Inc., (610) 701-3694) or the recordkeeper, The Vanguard Group, Inc.. The Wes Holdings old 401(k) page lists the contacts from every plan filing. Find an old Wes Holdings 401(k)
Data from the public Form 5500 annual reports Wes Holdings filed with the U.S. Department of Labor (plan years 2024) 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 Wes Holdings. Not financial advice. Report a correction · Methodology