Plan Snapshot
- Plan Sponsor: Wec Energy Group, INC.
- Sponsor EIN: 456948361
- Sponsor Address: 231 W. MICHIGAN STREET, P409, MILWAUKEE, WI, 53203
- Plan Type: 401(k)
- Plan Number: 001
- 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 | $1.4B | $0 | $0 |
| 2022 | 0 | $1.3B | $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 | $350,267 | — | $350,267 |
| HEITMAN CAPITAL MANAGEMENT | Other Service Provider | $289,896 | — | $289,896 |
| DODGE & COX | Other Service Provider | $287,421 | — | $287,421 |
| ROBERT W. BAIRD & COMPANY | Other Service Provider | $260,000 | — | $260,000 |
| CLARION INVESTMENT HOLDINGS | Other Service Provider | $253,541 | — | $253,541 |
| WCM INVESTMENT MANAGEMENT | Other Service Provider | $197,408 | — | $197,408 |
| NUVEEN ASSET MANAGEMENT | Other Service Provider | $186,222 | — | $186,222 |
| ALLSPRING | Other Service Provider | $139,431 | — | $139,431 |
| NEUBERGER & BERMAN | Other Service Provider | $115,934 | — | $115,934 |
| RHUMBLINE ADVISERS | Other Service Provider | $26,041 | — | $26,041 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,106,161
- Estimated Expense Ratio: 0.153% 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 | $2,100,000 | $1,768,000 | — | — | — |
| 2024 | $1,689,000 | $1,252,000 | — | — | — |
| 2023 | $1,511,000 | $1,170,000 | — | — | — |
| 2022 | $1,796,000 | $1,796,000 | — | — | — |