# Witte Brothers Exchange, INC. 401(k) Plan
Source: https://planprovider.pro/companies/witte-brothers-exchange-inc-401k-plan

> Witte Brothers Exchange, INC.'s 401(k) plan: 273 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Witte Brothers Exchange, INC.

- **Sponsor EIN:** 430715605

- **Sponsor Address:** 575 WITTE INDUSTRIAL COURT, TROY, MO, 63379

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

- **Total Participants:** 273

- **Total Assets:** $10.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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.|

| 2025|273|$10.8M|$0|$0|

| 2024|209|$9.1M|$0|$0|

| 2023|243|$8.2M|$0|$0|

## 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|

| AC EVANS CPA, PC|Auditor|$8,200|—|$8,200|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AC EVANS CPA, PC](https://planprovider.pro/provider/ac-evans-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,200

- **Estimated Expense Ratio:** 0.076% 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|

| 2025|$67,552|$13,220|$32,678|$8,200|—|

| 2024|$65,075|$21,804|$20,631|$8,200|—|

| 2023|$56,926|—|$25,755|—|—|

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