Plan Snapshot
- Plan Sponsor: Wec Energy Group, INC.
- Sponsor EIN: 396036268
- Sponsor Address: 231 W. MICHIGAN STREET, P409, MILWAUKEE, WI, 53203
- Plan Type: 401(k)
- Plan Number: 048
- Total Participants: 0
- Total Assets: $1.4B
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 | $1.4B | $0 | $0 |
| 2024 | 0 | $1.4B | $0 | $0 |
| 2023 | 0 | $1.5B | $0 | $0 |
| 2022 | 0 | $1.5B | $0 | $0 |
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 |
|---|---|---|---|---|
| NORTHERN TRUST COMPANY | Other Service Provider | $458,705 | — | $458,705 |
| NEUBERGER & BERMAN | Other Service Provider | $320,558 | — | $320,558 |
| INVESCO LTD. | Other Service Provider | $297,316 | — | $297,316 |
| ALLSRPING | Other Service Provider | $292,056 | — | $292,056 |
| ROBERT W. BAIRD & COMPANY | Other Service Provider | $260,000 | — | $260,000 |
| CLARION INVESTMENT HOLDINGS | Other Service Provider | $228,188 | — | $228,188 |
| WCM INVESTMENT MANAGEMENT | Other Service Provider | $189,949 | — | $189,949 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Other Service Provider | $92,618 | — | $92,618 |
| NUVEEN ASSET MANAGEMENT | Other Service Provider | $90,348 | — | $90,348 |
| DODGE & COX | Other Service Provider | $87,542 | — | $87,542 |
| YOUSIF | Other Service Provider | $38,874 | — | $38,874 |
| RHUMBLINE ADVISERS | Other Service Provider | $24,990 | — | $24,990 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,381,144
- Estimated Expense Ratio: 0.165% 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 | $2,376,000 | $1,929,000 | — | — | — |
| 2024 | $2,212,000 | $1,618,000 | — | — | — |
| 2023 | $2,079,000 | $1,535,000 | — | — | — |
| 2022 | $2,073,000 | $2,073,000 | — | — | — |