# Wipfli LLP 401(k) Plan
Source: https://planprovider.pro/companies/wipfli-llp-390758449-001

> Wipfli LLP's 401(k) plan: 2,318 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wipfli LLP

- **Sponsor EIN:** 390758449

- **Sponsor Address:** 500 N FIRST STREET, WAUSAU, WI, 544034887

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 2,318

- **Total Assets:** $810.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|2,318|$810.7M|$22.8M|$25.5M|

| 2023|2,438|$751.8M|$23.7M|$24.5M|

| 2022|2,377|$634.1M|$22.6M|$22.9M|

## 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|

| THE VANGUARD GROUP, INC.|Other Service Provider|$246,262|—|$246,262|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $246,262

- **Estimated Expense Ratio:** 0.030% 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|$241,162|—|—|—|—|

| 2023|$237,743|—|—|—|—|

| 2022|$226,787|—|—|—|—|

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