# Reinhart Boerner Van Deuren, S.C. 401(k) Plan
Source: https://planprovider.pro/companies/reinhart-boerner-van-deuren-s-c-401k-plan

> Reinhart Boerner Van Deuren, S.C.'s 401(k) plan: 349 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Reinhart Boerner Van Deuren, S.C.

- **Sponsor EIN:** 391126909

- **Sponsor Address:** 1000 NORTH WATER STREET, SUITE 1700, MILWAUKEE, WI, 53202

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

- **Total Participants:** 349

- **Total Assets:** $308.4M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|349|$308.4M|$6.8M|$4.4M|

| 2023|333|$278.8M|$6.1M|$4.2M|

| 2022|301|$240.9M|$5.5M|$3.8M|

## 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|

| FRANCIS LLC|INVESTMENT ADVISOR|$98,750|—|$98,750|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$34,346|—|$34,346|

| CLIFTON LARSON ALLEN|ACCOUNTANT/AUDITOR|$21,263|—|$21,263|

| MILLIMAN, INC.|ACCOUNTANT/AUDITOR|$8,005|—|$8,005|

### Verified Provider Profiles

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

- [FRANCIS LLC](https://planprovider.pro/provider/francis-llc) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CLIFTON LARSON ALLEN](https://planprovider.pro/provider/cliftonlarsonallen-llp) — ACCOUNTANT/AUDITOR

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $162,364

- **Estimated Expense Ratio:** 0.053% 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|$162,364|$98,750|—|$29,268|—|

| 2023|$172,505|—|—|$35,780|—|

| 2022|$138,907|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/reinhart-boerner-van-deuren-s-c-401k-plan)

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