Plan Snapshot
- Plan Sponsor: Wilber & Associates PC
- Sponsor EIN: 421628021
- Sponsor Address: 210 LANDMARK DRIVE, NORMAL, IL, 61761
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $11.9M
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 | 175 | $11.9M | $483,407 | $915,258 |
| 2023 | 145 | $8.9M | $371,050 | $744,906 |
| 2022 | 109 | $6.6M | $274,193 | $576,820 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | ADVISOR | $32,990 | — | $32,990 |
| ASCENSUS, LLC | TPA | $14,468 | — | $14,468 |
| STRIEGAL, KNOBLOCH & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS, LLC — TPA
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,458
- Estimated Expense Ratio: 0.400% 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 | $46,774 | — | $46,774 | — | — |
| 2023 | $45,088 | — | $45,088 | — | — |
| 2022 | $49,567 | $290 | $49,277 | — | — |