Plan Snapshot
- Plan Sponsor: Wimmer Brothers Realty, INC.
- Sponsor EIN: 391033618
- Sponsor Address: 5300 S. 108TH STREET, SUITE 1, HALES CORNERS, WI, 53130
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $6.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 191 | $6.2M | $177,788 | $629,028 |
| 2023 | 187 | $5.1M | $182,845 | $617,623 |
| 2022 | 180 | $4.0M | $193,853 | $565,718 |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH | SERVICE PROVIDER | — | $16,759 | $16,759 |
| CLIFTON LARSEN ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL WEALTH — SERVICE PROVIDER
- CLIFTON LARSEN ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,759
- Estimated Expense Ratio: 0.269% 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 | $54,561 | $1,479 | $52,682 | — | — |
| 2023 | $40,721 | — | — | $40,721 | — |
| 2022 | $40,747 | — | $40,747 | — | — |