Plan Snapshot
- Plan Sponsor: Wisconsin Pipe Trades 401(K) Plan
- Sponsor EIN: 391712807
- Sponsor Address: 11270 W. PARK PLACE, SUITE 950, MILWAUKEE, WI, 532243632
- Plan Type: DC
- Total Participants: 3,238
- Total Assets: $202.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,238 | $202.4M | $7.8M | $7.2M |
| 2023 | 2,984 | $173.8M | $8.5M | $6.6M |
| 2022 | 2,867 | $138.5M | $6.9M | $5.9M |
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 |
|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | NONE | $65,000 | — | $65,000 |
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $58,635 | — | $58,635 |
| REINHART BOERNER VAN DEUREN S.C. | NONE | $49,188 | — | $49,188 |
| BENESYS, INC. | NONE | $30,524 | — | $30,524 |
| SIKICH CPA LLC | NONE | $14,690 | — | $14,690 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $5,908 | — | $5,908 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $223,945
- Estimated Expense Ratio: 0.111% 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 | $253,394 | $129,543 | $24,924 | $14,690 | — |
| 2023 | $203,162 | $125,994 | $16,277 | $13,900 | — |
| 2022 | $268,776 | $187,082 | $16,257 | — | $44,686 |