# Wausau Supply Co. 401(k) Plan
Source: https://planprovider.pro/companies/wausau-supply-co-401k-plan

> Wausau Supply Co.'s 401(k) plan: 903 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

- [HAWKINS ASH CPAS, LLP](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wausau-supply-co-401k-plan)

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