# Wolter, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wolter-inc-401k-plan

> Wolter, INC.'s 401(k) plan: 644 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/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|

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