# Wiedner & Mcauliffe, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/wiedner-mcauliffe-ltd-401k-plan

> Wiedner & Mcauliffe, Ltd.'s 401(k) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wiedner & Mcauliffe, Ltd.

- **Sponsor EIN:** 363102597

- **Sponsor Address:** ONE N. FRANKLIN STREET, CHICAGO, IL, 60606

- **Plan Type:** 401(k)

- **Total Participants:** 134

- **Total Assets:** $30.7M

## 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|134|$30.7M|$802,381|$1.1M|

| 2023|129|$25.6M|$750,111|$976,730|

| 2022|128|$21.3M|$757,812|$884,163|

## 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|

| PNC BANK|INVESTMENT/FINANCIAL ADVI|$45,054|—|$45,054|

| ADP, INC.|RECORD KEEPER|$28,548|—|$28,548|

| ALEXANDER & WILLIAMS LLC|ACCOUNTANT|$11,200|—|$11,200|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [ALEXANDER & WILLIAMS LLC](https://planprovider.pro/provider/alexander-and-williams-llc) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $84,802

- **Estimated Expense Ratio:** 0.276% 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|$84,804|$1,493|—|—|—|

| 2023|$52,162|$17,119|—|—|—|

| 2022|$41,315|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wiedner-mcauliffe-ltd-401k-plan)

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