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Service provider · Schedule C, plan year 2024

Wipfli LLP

Most often reported for accounting and auditing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

127plans naming this provider
268,010participant records in those plans
$3.0Mcompensation reported, direct and indirect
$35.55median reported per participant127 plans with an amount

For plan year 2024, 127 retirement plans with 100 or more participants reported paying Wipfli LLP $5,000 or more. Those plans cover 268,010 participant records, and the service most often reported is accounting and auditing.

Reported compensation from those plans, direct and indirect, totalled $3.0M. Per plan, the median was $35.55 per participant, with the middle half of plans between $11.21 and $83.43. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in Wisconsin (68), Minnesota (12) and Illinois (11).

In 2009 it appeared on 45 such filings; in 2024, 127. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant$11.21$35.55$83.43
Compensation as a share of plan net assets0.01%0.06%0.14%

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 452010: 482011: 572012: 642013: 662014: 692015: 802016: 872017: 972018: 1132019: 1212020: 1352021: 1312022: 1272023: 1312024: 1274513512720092012201620202024
Plans with 100+ participants naming this provider
2009: $550K2010: $739K2011: $642K2012: $798K2013: $832K2014: $964K2015: $1.1M2016: $1.2M2017: $1.4M2018: $1.8M2019: $2.0M2020: $2.1M2021: $2.1M2022: $2.5M2023: $3.0M2024: $2.9M$550K$3.0M$2.9M20092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Accounting (including auditing)83
Recordkeeping and information management35
Participant loan processing13
Participant communication13
Plan Administrator13
Consulting (general)4

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Johnson Controls Retirement Savings and Investment PlanJohnson Controls, Inc.WI53,662$7.19B$53K
Johnson Controls Pension PlanJohnson Controls, Inc.WI22,667$1.44B$51K
Manpowergroup 401(k) Savings PlanManpowergroup Inc.WI22,637$686M$28K
ABC Supply Company Employees' Savings & Retirement PlanAmerican Builders & Contractors Supply Co. Inc.WI21,234$1.25B$15K
Children's Hospital and Health System Shared Retirement Savings PlanChildrens Hospital and Health System, Inc.WI10,723$1.01B$19K
Crate & Barrel Holdings, Inc. Retirement Savings PlanEuromarket Designs, Inc. D.B.A. Crate & Barrel, CB2, and Hudson GraceIL10,262$343M$19K
Snap-On Incorporated 401(k) Savings PlanSnap-On IncorporatedWI9,632$983M$24K
Snap-On Incorporated Retirement PlanSnap-On IncorporatedWI9,447$971M$15K
Schreiber Foods, Inc. 401(k) Retirement Savings PlanSchreiber Foods, Inc.WI7,926$672M$16K
Generac Power Systems, Inc. Employees 401(k) Savings PlanGenerac Power Systems, Inc.WI7,683$344M$16K
Clarios Retirement Savings and Investment PlanClarios, LLCWI6,085$334M$18K
Plexus Corp. 401(k) Retirement PlanPlexus Corp.WI4,328$606M$29K
Briggs & Stratton, LLC 401(k) PlanBriggs & Stratton, LLCWI4,127$227M$20K
Clarios Pension Plan Battery Division Hourly EmployeesClarios, LLCWI3,429$248M$15K
Retirement Income Plan for Employees of Ugi Utilities, Inc.Ugi Utilities, Inc.PA3,210$516M$26K
Cirrus Design Corporation 401(k) PlanCirrus Design CorporationMN3,059$162M$13K
Snap-On Incorporated Retirement Plan for Hourly EmployeesSnap-On IncorporatedWI2,914$155M$14K
Exlservice 401(k) PlanExlservice Holdings, Inc.NJ2,898$205M$14K
One Diversified, LLC 401(k) PlanOne Diversified, LLCNJ2,422$128M$20K
Hendricks Group 401(k) PlanHendricks Holding Co., Inc.WI2,416$73.6M$14K
The Manitowoc Company, Inc. 401(k) Retirement PlanThe Manitowoc Company, Inc.WI2,341$324M$18K
The Waters 401(k) Retirement PlanThe Waters Senior Living ManagementMN2,062$10.4M$13K
Park Dental Partners 401(k) PlanPark Dental Partners, Inc.MN1,675$199M$16K
Novozymes North America, Inc. 401(k) Savings PlanNovozymes North America, Inc.NC1,671$351M$14K
Raymond Retirement PlanRaymond Management Company, Inc.WI1,610$18.4M$12K
The Manitowoc Company, Inc. Pension PlanThe Manitowoc Company, Inc.WI1,589$85.0M$16K
Ampi 401(k) PlanAssociated Milk Producers Inc.MN1,414$70.2M$10K
Dove Healthcare of Eau Claire 401(k) Savings PlanCovenant Healthcare, LLCWI1,381$12.9M$6,500
Meridian Industries, Inc. Retirement PlanMeridian Industries, Inc.WI1,350$82.7M$13K
Johnson Controls Federal Systems, Inc. Retirement Savings PlanJohnson Controls Federal Systems, Inc.WI1,183$152M$21K
Windsor Fashions 401(k) Savings PlanWindsor Fashions, Inc.CA1,164$14.8M$144K
Enerpac Tool Group 401(k) PlanEnerpac Tool Group Corp.WI1,145$149M$15K
Electronic Theatre Controls, Inc. Employee Stock Ownership PlanElectronic Theatre Controls, Inc.WI1,083$148M$18K
Lakewood Health System 401(k) PlanLakewood Health SystemMN1,064$78.4M$52K
Door County Memorial Hospital Tax Deferred Annuity PlanDoor County Memorial HospitalWI1,060$121M$13K
Sick USA Retirement Savings PlanSick, Inc.MN1,055$228M$21K
Service Access & Management, Inc. Employees' 401(k) PlanService Access & Management, Inc.PA1,001$43.1M$33K
Bay Family of Companies 401(k) PlanAws/gb CorporationWI988$80.1M$10K
U.S. Tsubaki Holdings, Inc. Retirement PlanU.S. Tsubaki Holdings, Inc.IL932$129M$15K
First Supply LLC Retirement PlanPrometheus Group, Inc.WI876$64.4M$16K

Questions and answers

How many plans does Wipfli LLP serve?

127 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay Wipfli LLP?

The median plan reported $35.55 per participant in direct and indirect compensation (127 plans reporting an amount), or 0.06% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.

What services are reported?

The service codes most often attached to it are Accounting (including auditing) (83 plans), Recordkeeping and information management (35 plans), Participant loan processing (13 plans) and Participant communication (13 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.