Plan Snapshot
- Plan Sponsor: Alliant Energy Corporate Serv. INC.
- Sponsor EIN: 391914946
- Sponsor Address: 4902 N. BILTMORE LANE, MADISON, WI, 537182148
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 3,448
- Total Assets: $69.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,448 | $69.7M | $15.8M | $151,409 |
| 2023 | 3,314 | $71.3M | $17.1M | $288,939 |
| 2022 | 3,423 | $70.2M | $8.3M | $4.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BLUE CROSS & BLUE SHIELD OF WISCONS | Recordkeeper | $261,083 | — | $261,083 |
| BUSINESSOLVER | Recordkeeper | $244,974 | — | $244,974 |
| WILLIS TOWERS WATSON VIA BENEFITS | Recordkeeper | $83,396 | — | $83,396 |
| WILLIS TOWERS WATSON US LLC | Actuary | $43,158 | — | $43,158 |
| AON INVESTMENTS USA INC | Investment Advisor | $42,898 | — | $42,898 |
| COLEMAN & WILLIAMS, LTD. | Auditor | $36,450 | — | $36,450 |
| PARAMETRIC DEFENSIVE EQUITY FUND | Investment Advisor | $34,266 | — | $34,266 |
| DELTA DENTAL OF WISCONSIN | Recordkeeper | $28,396 | — | $28,396 |
| CONNECTYOURCARE, LLC (CYC) | Recordkeeper | $24,155 | — | $24,155 |
| PRINCIPAL CUSTODY SOLUTIONS | Custodian / Trustee | $17,557 | — | $17,557 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Actuary
- PRINCIPAL CUSTODY SOLUTIONS — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $816,333
- Estimated Expense Ratio: 1.170% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $816,210 | $77,164 | $641,881 | $36,450 | — |
| 2023 | $1,665,549 | $142,251 | $1,522,298 | — | — |
| 2022 | $1,266,961 | $100,302 | $1,066,115 | — | $98,544 |