# Simko Support Center LLC 401(k) Plan
Source: https://planprovider.pro/companies/simko-support-center-llc-401k-plan

> Simko Support Center LLC&#39;s 401(k) plan: 408 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Simko Support Center LLC

- **Sponsor EIN:** 813450427

- **Sponsor Address:** 3902 OAKWOOD HILLS PARKWAY, EAU CLAIRE, WI, 54701

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

- **Total Participants:** 408

- **Total Assets:** $20.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|408|$20.3M|$757,713|$1.9M|

| 2023|425|$15.0M|$602,896|$1.4M|

| 2022|311|$11.1M|$554,502|$1.1M|

## 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 LLP|RECORDKEEPER|$59,056|—|$59,056|

| ORGEL WEALTH MANAGEMENT|INVESTMENT ADVISOR|$45,911|—|$45,911|

| DS&B, LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — RECORDKEEPER

- [DS&B, LTD.](https://planprovider.pro/provider/dsandb-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $104,967

- **Estimated Expense Ratio:** 0.517% 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|$105,506|$45,911|—|—|—|

| 2023|$93,008|$38,225|—|—|—|

| 2022|$85,492|$38,372|$47,120|—|—|

## Similar Plans

- [Summit Dental Management, S.C.](https://planprovider.pro/companies/summit-dental-management-s-c-401k-plan) — 543 participants

- [Dental Assoc. Family And Specialty Care](https://planprovider.pro/companies/dental-assoc-family-and-specialty-care-401k-plan) — 848 participants

- [Totalmed Staffing, INC.](https://planprovider.pro/companies/totalmed-staffing-inc-401k-plan) — 3,117 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/simko-support-center-llc-401k-plan)

&copy; 2026 PlanProvider.Pro
