Back to filter
Original filing (PDF)20251008142045NAL0003354099001
WEIS BUILDERS, INC.
Form 5500
FILING_RECEIVED
WEIS BUILDERS, INC. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
280
Accounts w/ balance
359
Plan assets (EOY)
$40.2M
Net assets (EOY)
$40.2M
How this plan invests
This plan
18 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEIS BUILDERS, INC..
Plan sponsor
Name
WEIS BUILDERS, INC.
EIN
41-0834779
Address
7645 LYNDALE AVENUE SOUTH, SUITE 30 · MINNEAPOLIS, MN · 55423
Phone
(612) 243-5000
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
WIPFLI
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $40K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC ERISA CONSULTANTS LLC | — | ST PAUL, MN | CONTRACT ADMIN | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | — | WAUSAU, WI | AUDITOR | $7K | — |
Investments
12 direct securities · 18 pooled funds· $18.8M(47% 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.
Common Collective Trust
$18.3M
18 holdings
Uncategorized
$458K
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $4.6M | 11.4% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $3.3M | 8.3% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $2.7M | 6.6% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $1.4M | 3.6% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $1.4M | 3.5% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $1.1M | 2.8% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $1.1M | 2.8% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $752K | 1.9% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $560K | 1.4% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $546K | 1.4% | |
| MORLEY STABLE VALUE FUND MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $458K | 1.1% | |
| INDEXSELECT MOD 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $199K | 0.5% | |
| MORLEY INCOME FUND III | — | — | — | $123K | 0.3% | |
| MORLEY INCOME FUND I | — | — | — | $71K | 0.2% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $66K | 0.2% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $64K | 0.2% | |
| INDEXSELECT AGG 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $56K | 0.1% | |
| MORLEY INCOME FUND IV | — | — | — | $40K | 0.1% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $38K | <0.1% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $34K | <0.1% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $33K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $31K | <0.1% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $17K | <0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $16K | <0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $13K | <0.1% | |
| MORLEY INCOME FUND II | — | — | — | $8K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using CREATIVE PLANNING HOLDCO LLC
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BVH, INC.
BLACK & VEATCH RETIREMENT PROGRAM
$3.0B · 7,022 participants
BLACK & VEATCH HOLDING COMPANY
BLACK & VEATCH RETIREMENT PROGRAM
$2.7B · 7,191 participants
HNTB HOLDINGS LTD.
HNTB OWNERSHIP PLAN
$2.2B · 6,881 participants
NAPA MANAGEMENT SERVICES CORPORATION
NAPA MANAGEMENT SERVICES CORPORATION 401(K) PLAN
$1.5B · 3,665 participants
RADIOLOGY PARTNERS, INC.
RADIOLOGY PARTNERS, INC. PARTNER PLAN
$1.0B · 1,428 participants
Similar-size Construction plans
JOE DANIELS CONSTRUCTION COMPANY, INC.
JOE DANIELS CONSTRUCTION COMPANY, INC. RETIREMENT PLAN
$40.0M · 80 participants
PARIC CORPORATION
PARIC CORPORATION 401(K) PLAN
$39.8M · 220 participants
THREE RIVERS CORPORATION
THREE RIVERS CORPORATION EMPLOYEES' PROFIT SHARING PLAN
$39.7M · 311 participants
QUANDEL ENTERPRISES, LLC
QUANDEL ENTERPRISES, LLC AND SUBSIDIARIES RETIREMENT SAVINGS PLAN
$39.7M · 228 participants
OWEN-AMES-KIMBALL CO.
OWEN-AMES-KIMBALL CO. RETIREMENT PLAN
$40.7M · 229 participants
KNUTSON HOLDINGS, INC.
KNUTSON HOLDINGS, INC. 401(K) PLAN
$39.5M · 144 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B