# Wec Energy Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wec-energy-group-inc-391391525-544

> Wec Energy Group, INC.'s 401(k) plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Wec Energy Group, INC.

- **Sponsor EIN:** 391391525

- **Sponsor Address:** 231 W. MICHIGAN STREET, P409, MILWAUKEE, WI, 53203

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

- **Plan Number:** 544

- **Total Participants:** 0

- **Total Assets:** $241.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2025|0|$241.9M|$0|$0|

| 2024|0|$219.3M|$657,687|$6.3M|

| 2023|0|$207.1M|$0|$6.1M|

| 2022|0|$236.5M|$858,001|$7.6M|

## 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|

| BSWIFT, LLC|Other Service Provider|$379,833|—|$379,833|

| UNITEDHEALTHCARE|Other Service Provider|$303,462|—|$303,462|

| EXPRESS SCRIPTS|Other Service Provider|$102,544|—|$102,544|

| NUVEEN ASSET MANAGEMENT|Other Service Provider|$65,047|—|$65,047|

| CLARION PARTNERS, LLC|Other Service Provider|$60,448|—|$60,448|

| ROBERT W. BAIRD & CO|Investment Advisor|$44,992|—|$44,992|

| NORTHERN TRUST COMPANY|Custodian / Trustee|$40,474|—|$40,474|

| WILLIS TOWERS WATSON|Other Service Provider|$20,628|—|$20,628|

| WCM INVESTMENT MANAGEMENT|Other Service Provider|$16,451|—|$16,451|

| CLIFTONLARSONALLEN|Other Service Provider|$11,171|—|$11,171|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,045,050

- **Estimated Expense Ratio:** 0.432% 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|

| 2025|$7,688,571|$189,604|$123,456|$11,171|—|

| 2024|$416,655|$146,288|$182,431|$10,765|—|

| 2023|$366,835|$186,053|$110,914|—|—|

| 2022|$269,893|$163,618|$71,542|—|$34,733|

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