WIPFLI LLP

Wipfli LLP at a glance

Wipfli LLP appears on 140 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $30.3B in assets for 301,738 participants. The median client plan holds $32.0M. Most client plans are sponsored in WI, MN and IL. The largest clients by plan assets are Johnson Controls, Inc., Battelle Energy Alliance, LLC and Idaho Environmental Coalition, LLC and Battelle Energy Alliance, LLC. Plans reported $3.3M in direct and indirect compensation paid to Wipfli LLP, a median of $16K per plan.

Participants

301,738

Median plan assets

$32.0M

Median plan participants

450

Median fees per plan

$16K

Schedule C direct + indirect

Frequently asked questions

Who uses Wipfli LLP?

140 retirement plans list Wipfli LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Johnson Controls, Inc., Battelle Energy Alliance, LLC and Idaho Environmental Coalition, LLC, Battelle Energy Alliance, LLC, Rockwell Automation, Inc. and American Builders & Contractors Supply Co Inc. Most client plans are sponsored in WI, MN and IL.

How many plans does Wipfli LLP serve?

Wipfli LLP serves 140 retirement plans with $30.3B in plan assets and 301,738 participants, based on the latest Form 5500 filings through 2024.

What does Wipfli LLP charge?

Plans reported $3.3M in total Schedule C compensation paid to Wipfli LLP. The median plan paid $16K. Fees vary with plan size and the services each plan buys.