# Executive Director, INC. 401(k) Plan
Source: https://planprovider.pro/companies/executive-director-inc-401k-plan

> Executive Director, INC.'s 401(k) plan: 313 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Executive Director, INC.

- **Sponsor EIN:** 390992016

- **Sponsor Address:** 555 E. WELLS ST, MILWAUKEE, WI, 53202

- **Plan Type:** 401(k)

- **Total Participants:** 313

- **Total Assets:** $30.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|313|$30.5M|$680,789|$1.8M|

| 2023|306|$27.6M|$632,151|$1.7M|

| 2022|273|$21.7M|$563,961|$1.6M|

## 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|

| NORTHWESTERN MUTUAL WEALTH MANAGEME|CONSULTING|$48,601|—|$48,601|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$48,095|—|$48,095|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NORTHWESTERN MUTUAL WEALTH MANAGEME](https://planprovider.pro/provider/northwestern-mutual) — CONSULTING

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [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:** $96,696

- **Estimated Expense Ratio:** 0.317% 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|$96,796|$48,601|—|—|—|

| 2023|$78,856|$40,919|—|—|—|

| 2022|$77,401|$39,737|—|—|—|

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