Plan Snapshot
- Plan Sponsor: Wolter, INC.
- Sponsor EIN: 391052980
- Sponsor Address: P.O. BOX 430, BROOKFIELD, WI, 53008
- Plan Type: 401(k)
- Total Participants: 644
- Total Assets: $48.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 644 | $48.0M | $621,544 | $4.2M |
| 2023 | 555 | $43.0M | $1.5M | $3.8M |
| 2022 | 542 | $35.5M | $889,866 | $3.3M |
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 |
|---|---|---|---|---|
| MONETA GROUP LLC | INVESTMENT ADVISOR | $60,000 | — | $60,000 |
| CORRELL CO. | RECORDKEEPER | $59,954 | — | $59,954 |
| SELDEN FOX, LTD. | AUDITORS | $13,250 | — | $13,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SELDEN FOX, LTD. — AUDITORS
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,204
- Estimated Expense Ratio: 0.278% 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 | $133,204 | $60,000 | — | $13,250 | — |
| 2023 | $141,793 | $75,000 | — | $12,900 | — |
| 2022 | $106,901 | $45,000 | — | — | $61,901 |