# Wimmer Brothers Realty, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wimmer-brothers-realty-inc-401k-plan

> Wimmer Brothers Realty, INC.'s 401(k) plan: 191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/northwestern-mutual) — SERVICE PROVIDER

- [CLIFTON LARSEN ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|—|—|

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