The Weston Group, Inc. 401(k) Plan: Login, Facts & Contact Information

The Weston Group, Inc. 401(k) Plan Facts

Plan name
THE WESTON GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE WESTON GROUP, INC.
Participants
1,180 (995 active employees)
Former employees with a balance
300
Plan assets
$12,826,177 at Dec 31, 2024
Average account balance
$11,321 across 1,133 accounts
Recordkeeper
Adp, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1993
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.70 million went into the plan in contributions.
  • $560,279 was paid out to participants.
  • Investment and other income added $1.72 million.
  • Administrative expenses were $121,455, about $107 per account.

How the The Weston Group, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019883$6.32 million—$953,763
2020987$8.09 million$22,669$467,271
2021754$9.49 million—$953,697
2022861$7.72 million—$855,590
20231,000$10.1 million—$645,055
20241,180$12.8 million—$560,279

The Weston Group, Inc. 401(k) Contact Information

Phone
610-438-2020
Mailing address
2222 SULLIVAN TRAIL, EASTON PA 18040
Plan sponsor
THE WESTON GROUP, INC.
Employer identification number (EIN)
23-2685423
Plan number
001

Questions about the The Weston Group, Inc. 401(k)

Does The Weston Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the The Weston Group, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Weston Group, Inc 401(k) plan?

1,180 participants at the start of plan year 2024, 995 of them active employees, and 300 former employees who still had money in the plan.

What is the average 401(k) balance at The Weston Group, Inc?

About $11,321 per account: $12.8 million in plan assets across 1,133 accounts with a balance at the end of plan year 2024.

Who manages the The Weston Group, Inc 401(k) accounts?

ADP Retirement Services (listed on the filing as ADP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Weston Group, Inc. How do I access my 401(k)?

Your account stays with ADP Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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