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Original filing (PDF)20260310045753NAL0003935410001
WIPFLI LLP
Form 5500
FILING_RECEIVED
WIPFLI LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,318
Accounts w/ balance
3,429
Plan assets (EOY)
$810.7M
Net assets (EOY)
$810.7M
How this plan invests
This plan
13 pooled trusts
Schedule D
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WIPFLI LLP.
Plan sponsor
Name
WIPFLI LLP
EIN
39-0758449
Address
500 N FIRST STREET · SUITE 7000 · WAUSAU, WI · 544034887
Phone
(715) 845-3111
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $246K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
Investments
37 direct securities · 13 pooled funds· $1.0B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$835.1M
37 holdings
Common Collective Trust
$204.8M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various Investments held at Northern Trust - See Schedule A | — | — | — | $250.2M | 30.9% | |
| Vanguard** Vanguard Institutional Index Fund Instl | — | — | — | $94.0M | 11.6% | |
| Vanguard ** Vanguard Institutional Index Fund Instl Plus | — | — | — | $45.5M | 5.6% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $37.4M | 4.6% | |
| Dodge & Cox Dodge & Cox Income Fund: Class X | — | — | — | $34.9M | 4.3% | |
| Avantis U.S. Equity Fund | — | — | — | $31.7M | 3.9% | |
| Vanguard ** Vanguard Developed Markets Index Fund Instl | — | — | — | $30.9M | 3.8% | |
| Vanguard** Vanguard Developed Markets Index Fund Inst Shares | — | — | — | $28.9M | 3.6% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $25.5M | 3.1% | |
| Vanguard** Self-directed brokerage account investments | — | — | — | $23.8M | 2.9% | |
| Vanguard ** Vanguard Mid Cap Index Institutional | — | — | — | $23.7M | 2.9% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $22.4M | 2.8% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $22.4M | 2.8% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $20.0M | 2.5% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $19.0M | 2.3% | |
| Vanguard** Vanguard Small-Cap Index Fund Inst Shares | — | — | — | $18.9M | 2.3% | |
| Avantis U.S. Small Cap Value Fund | — | — | — | $18.2M | 2.2% | |
| Vanguard ** Vanguard Intermediate-Term Bond Index Fund | — | — | — | $17.6M | 2.2% | |
| DFA International Core Equity Portfolio | — | — | — | $17.2M | 2.1% | |
| Dodge & Cox Dodge & Cox Income Fund X | — | — | — | $17.1M | 2.1% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $16.3M | 2.0% | |
| Vanguard** Vanguard Cash Reserves Federal MM Admiral | — | — | — | $16.1M | 2.0% | |
| Vanguard ** Vanguard Real Estate Index Institutional | — | — | — | $15.4M | 1.9% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $15.3M | 1.9% | |
| Avantis Emerging Markets Equity Fund | — | — | — | $15.2M | 1.9% | |
| Vanguard ** Vanguard Emerging Markets Stock Index Fund | — | — | — | $14.9M | 1.8% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $13.6M | 1.7% | |
| Avantis US Equity Fund | — | — | — | $12.7M | 1.6% | |
| Avantis Emerging Markets Equity Fund | — | — | — | $12.7M | 1.6% | |
| DFA International Core Equity Portfolio I | — | — | — | $12.2M | 1.5% | |
| Vanguard** Vanguard Real Estate Index Fund - Instl Shares | — | — | — | $11.5M | 1.4% | |
| Avantis International Small Cap Value Fund | — | — | — | $10.4M | 1.3% | |
| DFA Investment Grade Portfolio I | — | — | — | $9.8M | 1.2% | |
| Avantis U.S. Small Cap Value Fund Instl | — | — | — | $9.6M | 1.2% | |
| Vanguard ** Vanguard Small Cap Index Fund Instl Plus | — | — | — | $9.0M | 1.1% | |
| Vanguard** Vanguard Intermediate-Term Bond Index Fund: Adm Sh | — | — | — | $6.8M | 0.8% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $6.5M | 0.8% | |
| DFA Inflation-Protected Securities Portfolio | — | — | — | $6.2M | 0.8% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $6.1M | 0.8% | |
| Avantis International Small Cap Value Fund | — | — | — | $4.9M | 0.6% | |
| DFA Investment Grade Portfolio | — | — | — | $3.8M | 0.5% | |
| Vanguard** Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $3.2M | 0.4% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $3.0M | 0.4% | |
| Participants** Participant notes receivable bearing interest rates ranging from 3.25 to 9.75 percent - | — | — | — | $2.7M | 0.3% | |
| Fidelity Large Cap Value Index Fund | — | — | — | $1.2M | 0.2% | |
| Vanguard** Vanguard Emerging Markets Stock Index Fund Admiral | — | — | — | $619K | <0.1% | |
| Fidelity Small Cap Growth Index Fund | — | — | — | $261K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $221K | <0.1% | |
| DFA Inflation-Protected Securities Port | — | — | — | $188K | <0.1% | |
| VFTC TARGET RET INC & GROWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $26K | <0.1% |