# M & J Wilkow 401(k) Plan
Source: https://planprovider.pro/companies/m-j-wilkow-ltd-401k-plan

> M & J Wilkow's 401(k) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** M & J Wilkow

- **Sponsor EIN:** 363683868

- **Sponsor Address:** 20 SOUTH CLARK ST, 30TH FLOOR, CHICAGO, IL, 60603

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

- **Total Participants:** 104

- **Total Assets:** $15.0M

## 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|104|$15.0M|$135,674|$1.0M|

| 2023|120|$12.5M|$98,463|$1.0M|

| 2022|106|$10.3M|$76,849|$825,818|

## 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|

| CHERRY BEKAERT LLP|Auditor|—|—|$0|

## 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|$61,453|$34,375|$27,078|—|—|

| 2023|$51,982|$27,226|$24,756|—|—|

| 2022|$52,083|$27,602|$21,263|—|$3,218|

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