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Original filing (PDF)20251013105448NAL0000506275001
DEWITT LLP
Form 5500
FILING_RECEIVED
DEWITT LLP SAVINGS PLAN & TRUST
401(k) retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed9 service providers
Active participants
227
Accounts w/ balance
328
Plan assets (EOY)
$145.1M
Net assets (EOY)
$145.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: PUTNAM STABLE VALUE FUND (extraction pending)]" is 100% of plan.
- 20 bps in Schedule C fees — 103% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEWITT LLP.
Plan sponsor
Name
DEWITT LLP
EIN
39-1804522
Address
25 W MAIN ST, SUITE 800 · MADISON, WI · 53703
Phone
(608) 255-8891
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WIPFLI
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANCIS INVESTMENT COUNSEL, LLC | 90-0142264 | — | ADVISOR | $95K | — |
Other
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $66K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $32K | — |
| BERSTEIN | — | NEW YORK, NY | NONE | $31K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $19K | — |
| DAIN RAUSCHER | — | MINNEPOLIS, MN | NONE | $15K | — |
| WIPFLI | — | MADISON, WI | NONE | $15K | — |
| MERRILL LYNCH | — | NEW YORK, NY | NONE | $13K | — |
| PERSHING | — | JERSEY CITY, NJ | NONE | $8K | — |
Investments
1 pooled fund· $7.8M(5% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $7.8M | 5.4% |