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Original filing (PDF)20250408091213NAL0035399394001

WEBER MANAGEMENT, INC.

Form 5500
FILING_RECEIVED
WEBER MANAGEMENT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEBER MANAGEMENT, INC..
Plan sponsor
Name
WEBER MANAGEMENT, INC.
EIN
43-1594389
Address
5002 BUSINESS 50 WEST · JEFFERSON CITY, MO · 65109
Phone
(573) 659-5166
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-07-31
Filed
2025-04-08
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)
Audit & trust (Schedule H)
Auditor
EVERS AND COMPANY CPA'S LLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
JULY BUSINESS SERVICES LLC74-2715820WACO, TXCONTRACT ADMINISTRATOR$14K
Other
2
NameEINLocationRelationDirect compIndirect comp
EMPLOYEE BENEFIT DESIGNSPRINGFIELD, MONONE$0
MATRIX FINANCIAL SOLUTIONS, INC.20-1591048NONE$0

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.