# Pitlik & Wick, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pitlik-wick-inc-391086441-001

> Pitlik & Wick, INC.'s 401(k) plan: 160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pitlik & Wick, INC.

- **Sponsor EIN:** 391086441

- **Sponsor Address:** 8075 HIGHWAY D, EAGLE RIVER, WI, 54521

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

- **Plan Number:** 001

- **Total Participants:** 160

- **Total Assets:** $22.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|160|$22.9M|$948,592|$676,134|

| 2023|162|$19.1M|$867,006|$643,080|

| 2022|146|$17.0M|$772,116|$543,668|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|Other Service Provider|$36,197|—|$36,197|

| HECK CAPITAL ADVISORS|Investment Advisor|$33,470|—|$33,470|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $69,667

- **Estimated Expense Ratio:** 0.304% 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|$69,667|$34,419|$34,798|—|—|

| 2023|$79,409|$50,731|$28,228|—|—|

| 2022|$55,287|—|—|—|—|

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