Plan Snapshot
- Plan Sponsor: Wausau Supply Co.
- Sponsor EIN: 390772342
- Sponsor Address: 7102 COMMERCE DRIVE, SCHOFIELD, WI, 544764565
- Plan Type: 401(k)
- Total Participants: 903
- Total Assets: $36.0M
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 | 903 | $36.0M | $0 | $4.5M |
| 2023 | 971 | $31.4M | $0 | $4.2M |
| 2022 | 944 | $25.9M | $0 | $3.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $165,211 | — | $165,211 |
| CREATIVE PLANNING, INC. | INVESTMENT ADVISORY | — | $46,131 | $46,131 |
| HAWKINS ASH CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — INVESTMENT ADVISORY
- HAWKINS ASH CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $211,342
- Estimated Expense Ratio: 0.587% 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 | $165,211 | — | $165,211 | — | — |
| 2023 | $130,976 | — | $130,976 | — | — |
| 2022 | $121,006 | — | $121,006 | — | — |