Plan Snapshot
- Plan Sponsor: Wilke Window & Door Company INC.
- Sponsor EIN: 371073113
- Sponsor Address: 3500 LEBANON AVE, BELLEVILLE, IL, 62221
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $10.8M
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 | 130 | $10.8M | $70,748 | $482,636 |
| 2023 | 110 | $9.3M | $76,741 | $452,852 |
| 2022 | 116 | $8.5M | $72,407 | $458,204 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | $3,000 | — | $3,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,000
- Estimated Expense Ratio: 0.028% 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 | $27,125 | $16,339 | — | $3,000 | — |
| 2023 | $27,222 | $18,046 | — | — | — |
| 2022 | $29,320 | $18,293 | — | — | — |