Plan Snapshot
- Plan Sponsor: Wenthe-Davidson Engineering Co.
- Sponsor EIN: 390696715
- Sponsor Address: 16300 WEST ROGERS DRIVE, NEW BERLIN, WI, 531510286
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 156 | $15.7M | $1,317 | $627,243 |
| 2023 | 180 | $16.5M | $993 | $609,674 |
| 2022 | 189 | $14.3M | $179 | $603,381 |
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 |
|---|---|---|---|---|
| REILLY PENNER & BENTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY PENNER & BENTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $11,601 | — | — | — | — |
| 2023 | $9,409 | — | — | — | — |
| 2022 | $29,497 | $20,819 | — | — | — |