# Wec Energy Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wec-energy-group-inc-396036268-048

> 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:** 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|—|—|—|

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