# Wegner Cpas, LLP 401(k) Plan
Source: https://planprovider.pro/companies/wegner-cpas-llp-401k-plan

> Wegner Cpas, LLP's 401(k) plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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