# Dewitt LLP DC Plan
Source: https://planprovider.pro/companies/dewitt-llp-plan-001

> Dewitt LLP's DC plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/wipfli-llp) — 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|

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