Original filing (PDF)20250709124337NAL0007598128003

WEITZ INVESTMENT MANAGEMENT, INC.

Name: WEITZ INVESTMENT MANAGEMENT, INC. — PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC., Form 5500 (2024)
Creator: WEITZ INVESTMENT MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC.

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$48.7M

Net assets (EOY)

$48.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEITZ INVESTMENT MANAGEMENT, INC..

Plan sponsor

Name

WEITZ INVESTMENT MANAGEMENT, INC.

EIN

47-0654095

Address

3555 FARNAM ST. · STE 800 · OMAHA, NE · 68131

Phone

(402) 391-1980

Industry

Finance & Insurancesee all

Plan administrator

Name

WEITZ INVESTMENT MANAGEMENT, INC. RETIREMENT PLANS ADMIN COMMITTEE

EIN

47-0662738

City

OMAHA, NE

Phone

(402) 391-1980

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SIGMA MANAGEMENT 8, L.L.C.

SIGMA MANAGEMENT 8, LLC PROFIT SHARING PLAN & TRUST

$48.7M · 18 participants

BERWIND CORPORATION

BERWIND CORPORATION 401(K) SAVINGS PLAN

$48.6M · 121 participants

VAUGHAN NELSON INVESTMENT MANGEMENT, L.P.

VAUGHAN NELSON PROFIT INVESTMENT PLAN

$48.6M · 53 participants

MONTICELLO ASSOCIATES, INC.

MONTICELLO ASSOCIATES, INC. PROFIT SHARING PLAN

$48.8M · 57 participants

CRESCENT CAPITAL GROUP LP

CRESCENT CAPITAL GROUP LP 401(K) PLAN