# Wittenstein, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wittenstein-inc-311358180-001

> Wittenstein, INC.'s 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wittenstein, INC.

- **Sponsor EIN:** 311358180

- **Sponsor Address:** 1249 HUMBRACHT CIRCLE, BARTLETT, IL, 60103

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

- **Plan Number:** 001

- **Total Participants:** 103

- **Total Assets:** $23.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|103|$23.9M|$779,089|$879,640|

| 2023|105|$22.3M|$698,382|$857,677|

| 2022|104|$18.8M|$757,745|$829,979|

## 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|

| CHARLES SCHWAB TRUST BANK|Recordkeeper|—|$9,385|$9,385|

| EPIC RETIREMENT PLAN SERVICES|Recordkeeper|$7,870|—|$7,870|

### Verified Provider Profiles

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

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,255

- **Estimated Expense Ratio:** 0.072% 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|$7,870|—|—|—|—|

| 2023|$7,617|—|—|—|—|

| 2022|$5,770|—|—|—|—|

## Similar Plans

- [Parts Town Unlimited, LLC](https://planprovider.pro/companies/pt-holdings-llc-401k-plan) — 3,962 participants

- [Keyence Corporation Of America](https://planprovider.pro/companies/keyence-corporation-of-america-330087345-501) — 1,683 participants

- [Sts Operating, INC. Sunsource](https://planprovider.pro/companies/sts-operating-inc-sunsource-223827595-502) — 1,070 participants

- [Echo, INC.](https://planprovider.pro/companies/echo-inc-401k-plan-002) — 1,001 participants

- [Dmg Mori Usa, INC.](https://planprovider.pro/companies/dmg-mori-usa-inc-751891263-501) — 915 participants

- [W. W. Grainger, INC.](https://planprovider.pro/companies/w-w-grainger-inc-401k-plan) — 702 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wittenstein-inc-311358180-001)

© 2026 PlanProvider.Pro