# Vannguard Utility Partners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vannguard-utility-partners-inc-401k-plan

> Vannguard Utility Partners, INC.'s 401(k) plan: 325 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vannguard Utility Partners, INC.

- **Sponsor EIN:** 421502105

- **Sponsor Address:** 5927 HAASE RD, DE FOREST, WI, 53532

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

- **Total Participants:** 325

- **Total Assets:** $3.6M

## 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:** Yes

## Plan Financials by Year

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

| 2024|325|$3.6M|$139,075|$690,024|

| 2023|316|$2.8M|$106,491|$513,388|

| 2022|274|$2.4M|$87,811|$447,833|

## 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|

| ADP, INC.|RECORD KEEPER|$19,729|—|$19,729|

| WEGNER CPAS LLP|ACCOUNTANT|$11,200|—|$11,200|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [WEGNER CPAS LLP](https://planprovider.pro/provider/wegner-cpas-llp) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,929

- **Estimated Expense Ratio:** 0.861% 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|$30,929|—|—|$11,200|—|

| 2023|$27,157|—|—|$10,000|—|

| 2022|$17,649|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/vannguard-utility-partners-inc-401k-plan)

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