AUMdb

Wipfli Llp 401(k) Profit Sharing Plan

Sponsored by Wipfli Llp · EIN 390758449 · Plan #001 · Wausau, WI

Total assets
$811M
Net assets
$811M
Active participants
2,318
With balances
3,429

Plan year beginning 06/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $246,262
Charles Schwab & Co., Inc. Other fees $1,189