James Marcil signed WEIS Markets, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WEIS Markets, Inc.'s EIN is 24-0755415.
Download the official 2024 Form 5500 (PDF) for WEIS Markets, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WEIS Markets, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $798K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | INVEST ADVISOR | $124K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $300.8M | 99.0% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD FUNDS · EIN 90-6083978 / PN 906 | Common Collective Trust | — | — | $46.7M | 15.4% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD FUNDS · EIN 90-6083976 / PN 906 | Common Collective Trust | — | — | $36.9M | 12.1% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD FUNDS · EIN 90-6083980 / PN 906 | Common Collective Trust | — | — | $34.7M | 11.4% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD FUNDS · EIN 90-6083974 / PN 906 | Common Collective Trust | — | — | $23.8M | 7.8% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD FUNDS · EIN 90-6083972 / PN 906 | Common Collective Trust | — | — | $23.2M | 7.6% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD FUNDS · EIN 90-6083970 / PN 906 | Common Collective Trust | — | — | $19.2M | 6.3% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD FUNDS · EIN 90-6083982 / PN 906 | Common Collective Trust | — | — | $15.2M | 5.0% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD FUNDS · EIN 27-6715091 / PN 276 | Common Collective Trust | — | — | $13.4M | 4.4% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD FUNDS · EIN 90-6083967 / PN 906 | Common Collective Trust | — | — | $7.4M | 2.5% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD FUNDS · EIN 45-3799419 / PN 453 | Common Collective Trust | — | — | $6.9M | 2.3% | |
| NEW YORK LIFE INSURANCE COMPANY ANC NEW YORK LIFE FUNDS · EIN 13-5582869 / PN 135 | Common Collective Trust | — | — | $5.4M | 1.8% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD FUNDS · EIN 82-6194314 / PN 826 | Common Collective Trust | — | — | $2.4M | 0.8% | |
| COLUMBIA TRUST DIVIDEND INCOME FUND AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 871 | Common Collective Trust | — | — | $2.0M | 0.7% | |
| MFS MID CAP GROWTH FUND - FEE CLASS WILMINGTON TRUST FUNDS · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.5M | 0.5% | |
| VANGUARD TARGET RETIREMENT 2070 TRU VANGUARD FUNDS · EIN 87-7039453 / PN 877 | Common Collective Trust | — | — | $142K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RKL, LLP | 23-2108173 | — | AUDITOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $115K | — |
