Plan Snapshot
- Plan Sponsor: Attic Angel Association
- Sponsor EIN: 390854841
- Sponsor Address: 8301 OLD SAUK ROAD, MIDDLETON, WI, 53562
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 189 | $8.5M | $229,150 | $738,469 |
| 2023 | 181 | $7.9M | $195,043 | $705,778 |
| 2022 | 226 | $7.0M | $218,438 | $723,478 |
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 |
|---|---|---|---|---|
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $68,178 | $19,680 | $48,498 | — | — |
| 2023 | $59,605 | $17,575 | $42,030 | — | — |
| 2022 | $64,718 | — | — | — | $64,718 |