# Wilber &amp; Associates PC 401(k) Plan
Source: https://planprovider.pro/companies/wilber-associates-pc-401k-plan

> Wilber &amp; Associates PC&#39;s 401(k) plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Ismie Mutual Insurance Company](https://planprovider.pro/companies/ismie-mutual-insurance-company-plan-001) — 192 participants

- [Rising Holdings, INC.,Dba Rising Medical Solutions](https://planprovider.pro/companies/rising-holdings-inc-dba-rising-medical-solutions-401k-plan) — 197 participants

- [Knox-Precision Holdings, LLC](https://planprovider.pro/companies/knox-precision-holdings-llc-401k-plan) — 199 participants

- [Axa Assistance Usa, INC.](https://planprovider.pro/companies/axa-assistance-usa-inc-401k-plan) — 204 participants

- [American Farm Bureau Insurance Services INC.](https://planprovider.pro/companies/american-farm-bureau-insurance-services-inc-401k-plan-001) — 107 participants

- [American Farm Bureau Insurance Services, INC](https://planprovider.pro/companies/american-farm-bureau-insurance-services-inc-401k-plan-002) — 107 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wilber-associates-pc-401k-plan)

&copy; 2026 PlanProvider.Pro
