Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Wipfli LLP
Wipfli LLP
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $461,044
Assets of those plans
$2,738,535,565
0.04% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$461,044
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 10 | Accounting (including auditing) | 15 |
| 50 | Direct payment from the plan | 8 |
| 14 | Plan administrator | 3 |
| 15 | Recordkeeping and information management | 3 |
| 27 | Investment advisory (plan) | 1 |
| 71 | Securities brokerage commissions and fees | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Snap-on Incorporated 401k Savings Plan | Snap-on | $983,334,539 | 9,259 | $24,400 |
| Plexus Corp. 401(k) Retirement Plan | Plexus | $606,090,256 | 4,178 | $28,885 |
| Crate & Barrel Holdings, Inc. Retirement Savings Plan | Euromarket Designs Inc. D.B.A. Crate & Barrel CB2 and Hudson Grace | $343,436,081 | 9,107 | $19,000 |
| Park Dental Partners 401(k) Plan | Park Dental Partners | $198,584,876 | 1,673 | $15,600 |
| Cirrus Design Corporation 401(k) Plan | Cirrus Design | $162,171,794 | 2,652 | $12,500 |
| Dewitt LLP Savings Plan & Trust | Dewitt | $145,053,529 | 328 | $14,750 |
| Summit Dental Consulting 401(k) Profit Sharing Planrecordkeeper | Summit Dental Management S.C. | $62,978,659 | 513 | $81,752 |
| Weis Builders, Inc. Profit Sharing Plan and Trust | Weis Builders | $40,161,652 | 359 | $6,550 |
| Black River Memorial Hospital Retirement Savings Planrecordkeeper | Black River Health | $37,803,606 | 389 | $57,889 |
| Depaul 401(k) Retirement Plan | Depaul Realty | $32,292,044 | 415 | $22,462 |
| Letter Systems, Inc. Employee Stock Ownership 401(k) Plan | Letter Systems | $26,907,316 | 161 | $43,400 |
| United Consulting Group, Ltd 401(k) Profit Sharing Plan | United Consulting Group | $21,720,463 | 140 | $14,650 |
| Profinium 401(k) Plan | Profinium Financial Holdings | $15,452,000 | 115 | $4,745 |
| Dove Healthcare of Eau Claire 401(k) Savings Plan | Covenant Healthcare | $12,921,006 | 347 | $6,500 |
| Sewer Equipment Co. of America 401(k) Plan | Sewer Equipment Company of America | $12,084,969 | 395 | $20,354 |
| Aurora Community Services, Inc. 401(k) and Employee Stock Ownership Planrecordkeeper | Aurora Community Services | $10,879,552 | 473 | $34,007 |
| Schuette, Inc. 401(k) Profit Sharing Plan | Schuette | $10,321,940 | 167 | $12,500 |
| Saelens Corporation 401(k) Savings Plan | Saelens | $8,934,436 | 173 | $10,000 |
| Doro, Incorporated 401(k) Savings Plan and Trust | Doro | $4,208,417 | 162 | $15,100 |
| Fraser Industries Union Employees 401(k) | Fraser Industries | $3,198,430 | 137 | $16,000 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.