# Eppstein Uhen Architects, INC. 401(k) Plan
Source: https://planprovider.pro/companies/eppstein-uhen-architects-inc-401k-plan

> Eppstein Uhen Architects, INC.'s 401(k) plan: 265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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