Plan Snapshot
- Plan Sponsor: Eppstein Uhen Architects, INC.
- Sponsor EIN: 391370336
- Sponsor Address: 333 E CHICAGO ST, MILWAUKEE, WI, 532025881
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $50.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 265 | $50.8M | $844,408 | $2.8M |
| 2023 | 262 | $44.0M | $800,741 | $2.7M |
| 2022 | 252 | $36.7M | $688,100 | $2.3M |
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, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $102,105 | $51,878 | — | — | — |
| 2023 | $107,052 | $58,282 | — | — | — |
| 2022 | $109,302 | $56,231 | — | — | $53,071 |