How big is Gebruder Weiss, Inc.'s plan?

Gebruder Weiss, Inc.'s plan reported $15.8M in assets and 187 participants for 2024.

Original filing (PDF)20251014161516NAL0006824194001

Gebruder Weiss, Inc.

Name: Gebruder Weiss, Inc. — Gebruder Weiss, Inc. 401(k), Form 5500 (2024)
Creator: Gebruder Weiss, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Gebruder Weiss, Inc. 401(k) Plan

401(k) retirement plan · Gebruder Weiss, Inc.'s Gebruder Weiss, Inc. 401(k) Plan held $15.8M in plan assets for 187 participants in 2024, with Ascensus as recordkeeper.

Signals · 1

Late participant contributions

Active participants

187

Accounts w/ balance

313

Plan assets (EOY)

$15.8M

Net assets (EOY)

$15.8M

People on this filing

Sandra Musielak signed Gebruder Weiss, Inc.'s 2024 Form 5500 as plan administrator.

Sandra Musielak — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gebruder Weiss, Inc.'s EIN is 81-4995346.

EIN 81-4995346

Plan number 001

Plan year 2024

ACK ID 20251014161516NAL0006824194001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gebruder Weiss, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gebruder Weiss, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEBRUDER WEISS, INC..

Finding similar companies…

How this plan invests

This plan

50 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 58K (2% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

GEBRUDER WEISS, INC.

EIN

all filings

Address

1020 NORTH WOOD DALE ROAD · WOOD DALE, IL · 60191

Phone

(847) 795-4300

Industry

Transportation & Warehousing

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

2025-10-14

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$31K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH RETIREMENT & BENEFIT	13-5674085	—	NONE	$23K	—

Investments

50 direct securities· $15.7M(100% of reported assets)

Other securities

$7.3M

25 holdings

Mutual Funds

$4.1M

20 holdings

Common Collective Trusts

$3.2M

2 holdings

Agency / Mortgage-Backed

$666K

2 holdings

Participant loans

$369K

1 holding

					% of plan
iShares S&P 500 Index K iShares 0	Common Collective Trusts	—	—	$3.1M	19.4%
T. Rowe Price Large Cap Growth I T. Rowe Price 0	Other securities	—	—	$1.1M	6.7%
GM Guggenheim Ttl Rtrn Bnd Fnd Inst Guggenheim 0	Other securities	—	—	$738K	4.7%
Nuveen Lifecycle Index 2040 R6 Nuveen 0	Mutual Funds	—	—	$662K	4.2%
GM Voya GNMA Income I Voya 0	Agency / Mortgage-Backed	—	—	$594K	3.8%
GM Columbia Dividend Income I3 Columbia 0	Other securities	—	—	$550K	3.5%
Nuveen Lifecycle Index 2030 R6 Nuveen 0	Mutual Funds	—	—	$510K	3.2%
MFS International Growth R6 MFS 0	Mutual Funds	—	—	$462K	2.9%
Columbia Dividend Income I3 Columbia 0	Other securities	—	—	$446K	2.8%
GM T. Rowe Price Large Cap Growth I T. Rowe Price 0	Other securities	—	—	$424K	2.7%
BlackRock Liquidity T-Fund Premier BlackRock 0	Other securities	—	—	$419K	2.7%
iShares MSCI EAFE Intl Index K iShares 0	Other securities	—	—	$397K	2.5%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$369K	2.3%
Nuveen Lifecycle Index 2035 R6 Nuveen 0	Mutual Funds	—	—	$348K	2.2%
GM (CL)Victory Sycamore Establish Val R6 Victory 0	Other securities	—	—	$346K	2.2%
BlackRock Mid-Cap Growth Equity K BlackRock 0	Other securities	—	—	$345K	2.2%
Janus Henderson Small Cap Value N Janus 0	Mutual Funds	—	—	$300K	1.9%
GM Loomis Sayles Global Allocation N Loomis Sayles 0	Other securities	—	—	$298K	1.9%
GM iShares MSCI EAFE Intl Index K iShares 0	Other securities	—	—	$285K	1.8%
Macquarie System Emerg Mrkts Eqty I Macquarie 0	Other securities	—	—	$263K	1.7%
GM BlackRock Mid-Cap Growth Equity K BlackRock 0	Other securities	—	—	$254K	1.6%
GM MFS International Growth R6 MFS 0	Mutual Funds	—	—	$245K	1.6%
GM American Century Infl-Adj Bond R6 American Century 0	Other securities	—	—	$243K	1.5%
GM Macquarie System Emerg Mrkts Eqty I Macquarie 0	Other securities	—	—	$196K	1.2%
GM Janus Henderson Small Cap Value N Janus 0	Mutual Funds	—	—	$195K	1.2%
iShares Russell 2000 SmCap Ind K iShares 0	Common Collective Trusts	—	—	$193K	1.2%
iShares Russell Mid-Cap Index K iShares 0	Other securities	—	—	$187K	1.2%
Guggenheim Ttl Rtrn Bnd Fnd Inst Guggenheim 0	Other securities	—	—	$184K	1.2%
Nuveen Lifecycle Index 2050 R6 Nuveen 0	Mutual Funds	—	—	$174K	1.1%
Janus Henderson Triton N Janus 0	Mutual Funds	—	—	$173K	1.1%
Cohen & Steers Real Estate Secs Z Cohen & Steers 0	Other securities	—	—	$170K	1.1%
GM Lord Abbett High Yield R6 Lord Abbett 0	Mutual Funds	—	—	$151K	1.0%
GM PIMCO CommoditiesPLUS Strategy Instl PIMCO 0	Mutual Funds	—	—	$149K	0.9%
GM Cohen & Steers Real Estate Secs Z Cohen & Steers 0	Other securities	—	—	$146K	0.9%
PIMCO CommoditiesPLUS Strategy Instl PIMCO 0	Mutual Funds	—	—	$129K	0.8%
(CL)Victory Sycamore Established Val R6 Victory 0	Other securities	—	—	$126K	0.8%
Lord Abbett High Yield R6 Lord Abbett 0	Mutual Funds	—	—	$109K	0.7%
Janus Henderson Balanced N Janus 0	Mutual Funds	—	—	$105K	0.7%
GM Janus Henderson Triton N Janus 0	Mutual Funds	—	—	$100K	0.6%
American Century Infl-Adj Bond R6 American Century 0	Other securities	—	—	$96K	0.6%
Nuveen Lifecycle Index 2055 R6 Nuveen 0	Mutual Funds	—	—	$84K	0.5%
Voya GNMA Income I Voya 0	Agency / Mortgage-Backed	—	—	$71K	0.5%
Thornburg Investment Income Builder R5 Thornburg 0	Other securities	—	—	$62K	0.4%
Nuveen Lifecycle Index 2045 R6 Nuveen 0	Mutual Funds	—	—	$59K	0.4%
GM BlackRock Liquidity T-Fund Premier BlackRock 0	Other securities	—	—	$56K	0.4%
American Funds Capital World Bond R6 American Funds 0	Mutual Funds	—	—	$53K	0.3%
Nuveen Lifecycle Index 2020 R6 Nuveen 0	Mutual Funds	—	—	$53K	0.3%
Nuveen Lifecycle Index 2025 R6 Nuveen 0	Mutual Funds	—	—	$32K	0.2%
Hartford Schroders Intl MultCap Val SDR Hartford 0	Other securities	—	—	$30K	0.2%
Loomis Sayles Global Allocation N Loomis Sayles 0	Other securities	—	—	$3K	<0.1%