Weaver and Tidwell, L.L.P. 401(k) Review & Grade
Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust
Fort Worth, TXProfessional, Scientific & Technical Services1,330 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$4,597Employer $ per active participant
$10,440Employee $ saved per active participant
0.12%Direct admin cost, % of plan assets
$157.1MNet plan assets, end of year
$102,157Average balance per account
Score breakdown
- Employer generosity35.4 / 5071th percentile for employer $ per participant
- Low cost17.3 / 2569th percentile for low admin cost vs. same-size plans
- Employee saving9.5 / 1563th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score65 / 100 · Grade B
This plan vs. peers
Peers: Professional, Scientific & Technical Services plans with 500–2,499 active participants (1,469 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 71th |
| Lower admin cost | 69th |
| Employee saving | 63th |
| Peers that auto-enroll | 48% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Weaver and Tidwell, L.L.P. put in about $4,597 per active participant, more than the typical peer ($3,082). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $6,116,460 |
| Participant (employee) contributions | $13,890,131 |
| Other contributions (incl. rollovers in) | $6,477,898 |
| Administrative expenses paid from the plan | $169,074 |
| Other admin expenses | $59,996 |
| Benefits paid out | $11,733,412 |
| Net assets, start / end of year | $122.9M / $157.1M |
| Active participants, start / end of year | 1,160 / 1,501 |
| Participants with account balances | 1,538 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Rubinbrown, LLP |
Largest service providers (Schedule C)
| Fidelity Investments Institutional | $109,400 reported compensation |
| Gallagher Fiduciary Advisors, LLC | $59,996 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251014130729NAL0001429523001, received 2025-10-14, EIN 75-0786316, plan #002, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.