Plan Snapshot
- Plan Sponsor: Wegner Cpas, LLP
- Sponsor EIN: 390974031
- Sponsor Address: 2921 LANDMARK PLACE, SUITE 300, MADISON, WI, 53713
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $32.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 174 | $32.2M | $859,951 | $1.6M |
| 2023 | 165 | $27.7M | $614,523 | $1.5M |
| 2022 | 169 | $25.1M | $565,235 | $1.4M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | $14,962 | — | $14,962 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,962
- Estimated Expense Ratio: 0.046% 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 | $116,541 | $50,000 | $10,603 | $14,962 | — |
| 2023 | $108,209 | $49,998 | $9,286 | $11,950 | — |
| 2022 | $110,553 | — | — | — | $110,553 |