# Fiduciary Real Estate Development, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fiduciary-real-estate-development-inc-401k-plan

> Fiduciary Real Estate Development, INC.'s 401(k) plan: 245 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fiduciary Real Estate Development, INC.

- **Sponsor EIN:** 391502923

- **Sponsor Address:** 789 N. WATER STREET, SUITE 200, MILWAUKEE, WI, 53202

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

- **Total Participants:** 245

- **Total Assets:** $18.4M

## 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|245|$18.4M|$729,664|$1.4M|

| 2023|245|$15.8M|$653,042|$1.2M|

| 2022|234|$14.0M|$658,441|$1.2M|

## 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|—|—|$0|

### 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:** $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|$93,693|$50,000|$43,693|—|—|

| 2023|$88,014|$50,000|$38,014|—|—|

| 2022|$74,770|$41,610|$33,160|—|—|

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