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Original filing (PDF)20251014124735NAL0001402275001
WEIS MARKETS, INC.
Form 5500
FILING_RECEIVED
WEIS MARKETS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
21,014
Accounts w/ balance
11,695
Plan assets (EOY)
$304.0M
Net assets (EOY)
$304.0M
How this plan invests
This plan
15 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 35 bps in Schedule C fees — 248% above peer band of 10 bps.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEIS MARKETS, INC..
Plan sponsor
Name
WEIS MARKETS, INC.
EIN
24-0755415
Address
1000 SOUTH SECOND ST. · SUNBURY, PA · 178010471
Phone
(570) 286-4571
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $798K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | INVEST ADVISOR | $124K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RKL, LLP | 23-2108173 | — | AUDITOR | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $115K | — |
Investments
15 pooled funds· $238.7M(79% of reported assets)
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 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% |