Wiedner & Mcauliffe, Ltd. 401(k) Plan: Login, Facts & Contact Information

Wiedner & Mcauliffe, Ltd. 401(k) Plan Facts

Plan name
WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WIEDNER & MCAULIFFE, LTD.
Participants
166 (134 active employees)
Former employees with a balance
46
Plan assets
$30,683,556 at Dec 31, 2024
Average account balance
$200,546 across 153 accounts
Employer contributions
$802,381 in plan year 2024 (41% of all contributions)
Recordkeeper
Pnc Bank
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 1, 1981
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 25, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.95 million went into the plan in contributions, $802,381 of it from the employer (41%).
  • $657,778 was paid out to participants.
  • Investment and other income added $3.86 million.
  • Administrative expenses were $84,804, about $554 per account.

How the Wiedner & Mcauliffe, Ltd. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019218$22.2 million$706,584$856,925
2020208$24.3 million$742,310$2.13 million
2021241$25.7 million$649,239$4.32 million
2022144$21.3 million$757,812$2.16 million
2023221$25.6 million$750,111$1.02 million
2024166$30.7 million$802,381$657,778

Wiedner & Mcauliffe, Ltd. 401(k) Contact Information

Phone
312-855-1105
Mailing address
ONE N. FRANKLIN STREET SUITE 1900, CHICAGO IL 60606
Plan sponsor
WIEDNER & MCAULIFFE, LTD.
Plan administrator
PENTEGRA SERVICES, INC
Employer identification number (EIN)
36-3102597
Plan number
001

Questions about the Wiedner & Mcauliffe, Ltd. 401(k)

Does Wiedner & Mcauliffe, Ltd contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $802,381, 41% of all contributions.

Does the Wiedner & Mcauliffe, Ltd 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Wiedner & Mcauliffe, Ltd 401(k) plan?

166 participants at the start of plan year 2024, 134 of them active employees, and 46 former employees who still had money in the plan.

What is the average 401(k) balance at Wiedner & Mcauliffe, Ltd?

About $200,546 per account: $30.7 million in plan assets across 153 accounts with a balance at the end of plan year 2024.

Who manages the Wiedner & Mcauliffe, Ltd 401(k) accounts?

Newport (an Ascensus company) (listed on the filing as PNC BANK) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Wiedner & Mcauliffe, Ltd. How do I access my 401(k)?

Your account stays with Newport (an Ascensus company) after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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