Plan Snapshot
- Plan Sponsor: Dewitt LLP
- Sponsor EIN: 391804522
- Sponsor Address: 25 W MAIN ST, SUITE 800, MADISON, WI, 53703
- Plan Type: DC
- Total Participants: 227
- Total Assets: $145.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 227 | $145.1M | $3.7M | $2.8M |
| 2023 | 244 | $130.2M | $3.3M | $2.7M |
| 2022 | 231 | $115.2M | $2.8M | $2.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WIPFLI | Auditor | $14,750 | — | $14,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,750
- Estimated Expense Ratio: 0.010% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $298,403 | $195,447 | — | $14,750 | — |
| 2023 | $291,482 | $207,028 | — | $18,814 | — |
| 2022 | $255,803 | — | — | — | $255,803 |