Plan Snapshot
- Plan Sponsor: Werner Electric Supply Co.
- Sponsor EIN: 390807437
- Sponsor Address: P.O. BOX 1897, APPLETON, WI, 549121897
- Plan Type: 401(k)
- Total Participants: 451
- Total Assets: $70.1M
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 | 451 | $70.1M | $1.1M | $3.9M |
| 2023 | 463 | $62.1M | $1.0M | $3.7M |
| 2022 | 439 | $51.4M | $940,197 | $3.4M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | NONE | $80,712 | — | $80,712 |
| ONEAMERICA INVESTMENT ADVISORY SERV | NONE | $19,385 | — | $19,385 |
| BAKER TILLY US, LLP | NONE | $14,175 | — | $14,175 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,272
- Estimated Expense Ratio: 0.163% 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 | $117,272 | $22,385 | — | $14,175 | — |
| 2023 | $97,795 | $11,475 | — | $16,486 | — |
| 2022 | $127,625 | $3,500 | — | — | $124,125 |