Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Wipfli ParentCo
Wipfli ParentCo 401(k)
- Professional, scientific, and technical services
- Wausau, WI
- EIN 39-0758449
- 1 plan with Schedule H financials
- Plan year 2024
- Wipfli ParentCo LLC
- filed as Wipfli LLP
Administrative expenses excluding investment management, per participant · Wipfli LLP 401(k) Profit Sharing Plan · plan year 2024
$70.33
Higher than 53% of the 2,324 plans $250M to 1B that report it.
Source
= $241,162 / 3,429
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260310045753NAL0003935410001, received 2026-03-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260310045753NAL0003935410001, received 2026-03-10
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-06-01 to 2025-05-31, filing received 2026-03-10.
Cost and contributions
Administrative expenses per participant
$70.33
Higher than 36% of the 2,405 plans $250M to 1B that report it.
Source
= $241,162 / 3,429
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260310045753NAL0003935410001, received 2026-03-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260310045753NAL0003935410001, received 2026-03-10
Administrative expenses as a share of assets
0.030%
Higher than 17% of the 2,407 plans $250M to 1B that report it.
Source
= $241,162 / $810,700,591
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260310045753NAL0003935410001, received 2026-03-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260310045753NAL0003935410001, received 2026-03-10
Employer contributions per participant
$6,659
Higher than 84% of the 2,457 plans $250M to 1B that report it.
Source
= $22,834,547 / 3,429
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260310045753NAL0003935410001, received 2026-03-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260310045753NAL0003935410001, received 2026-03-10
Employer share of total contributions
43.4%
Higher than 82% of the 2,459 plans $250M to 1B that report it.
Source
= $22,834,547 / $52,619,514
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260310045753NAL0003935410001, received 2026-03-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260310045753NAL0003935410001, received 2026-03-10
Plan terms, as stated in Wipfli ParentCo LLC's SEC filings
Plan terms are not published in public filings.
Plan features
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2R participant brokerage window · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260310045753NAL0003935410001, received 2026-03-10
Full record, Wipfli LLP 401(k) Profit Sharing Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | WIPFLI LLP | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Plan name | WIPFLI LLP 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Sponsor EIN / plan number | 39-0758449 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Sponsor location | WAUSAU, WI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Industry (business code) | 541211, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Plan year | 2024-06-01 to 2025-05-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Filing received | 2026-03-10 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Participants, beginning of year | 3,529 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Active participants | 2,318 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Participants, end of year | 3,457 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Participants with an account balance | 3,429 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Total assets, beginning of year | $751,806,856 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Total assets, end of year | $810,700,591 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Net assets, end of year | $810,700,591 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Total income | $126,222,261 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Net income | $58,893,735 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Employer contributions | $22,834,547 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Participant contributions | $25,532,982 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Other contributions (incl. rollovers) | $4,251,985 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Total contributions | $52,619,514 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Benefit payments | $67,087,364 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Total expenses (incl. benefit payments) | $67,328,526 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Total administrative expenses | $241,162 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Administrative expenses excluding investment management | $241,162 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Held in common/collective trusts | $204,833,624 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Held in mutual funds | $542,215,871 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260310045753NAL0003935410001, received 2026-03-10 |
| Independent auditor | PLANTE & MORAN, PLLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260310045753NAL0003935410001, received 2026-03-10 |
Position = column in the DOL layout for form year 2024. Filing 20260310045753NAL0003935410001, received 2026-03-10.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 16 Consulting (general); 25 Trustee (directed); 33 Securities brokerage; 37 Participant loan processing; 51 Investment management fees paid directly by plan; 52 Investment management fees paid indirectly by plan; 99 Other fees | $246,262 | yes |
| CHARLES SCHWAB & CO., INC. | NONE | 99 Other fees | $1,189 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260310045753NAL0003935410001, received 2026-03-10.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $751,806,856 | $810,700,591 | 7.8% |
| Participants with a balance | 3,508 | 3,429 | -2.3% |
| Administrative expenses | $237,743 | $241,162 | 1.4% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $23,665,853 | $22,834,547 | -3.5% |
Prior filing 20250317094429NAL0001488801001, received 2025-03-17; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: WIPFLI LLP; SEC registrant: Wipfli ParentCo LLC (CIK 2088131, matched by EIN).