Plan Snapshot
- Plan Sponsor: Wilo Usa LLC
- Sponsor EIN: 201923480
- Sponsor Address: W66 N1253 FORWARD WAY, CEDARBURG, WI, 53012
- Plan Type: 401(k)
- Total Participants: 451
- Total Assets: $30.9M
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 | $30.9M | $1.3M | $3.1M |
| 2023 | 453 | $24.3M | $1.1M | $2.6M |
| 2022 | 377 | $18.5M | $864,283 | $1.8M |
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 |
|---|---|---|---|---|
| PRIVATE ADVISOR GROUP LLC | Investment Advisor | $76,047 | — | $76,047 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $36,138 | — | $36,138 |
| REILLY, PENNER & BENTON LLP | Auditor | $8,100 | — | $8,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY, PENNER & BENTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,285
- Estimated Expense Ratio: 0.389% 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 | $122,159 | $77,921 | — | $8,100 | — |
| 2023 | $113,942 | $37,396 | — | — | — |
| 2022 | $107,007 | $49,455 | $50,552 | — | $7,000 |