Plan Snapshot
- Plan Sponsor: Aurora Community Services, INC.
- Sponsor EIN: 264618269
- Sponsor Address: P.O. BOX 68, MENOMONIE, WI, 54751
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 260 | $10.9M | $299,873 | $279,670 |
| 2023 | 263 | $12.2M | $265,499 | $274,859 |
| 2022 | 277 | $8.8M | $161,557 | $251,194 |
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 | Recordkeeper | $34,007 | $174 | $34,181 |
| WOODBURY FINANCIAL SERVICES | Investment Advisor | $15,682 | — | $15,682 |
| MEUWISSEN, FLYGARE, KADRLIK, & ASSO | Auditor | $9,750 | — | $9,750 |
| VALUE CONSULTING GROUP | Other Service Provider | $8,500 | — | $8,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,113
- Estimated Expense Ratio: 0.626% 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 | $69,408 | $15,682 | — | $9,750 | — |
| 2023 | $64,753 | $12,670 | — | $9,250 | — |
| 2022 | $58,020 | $14,970 | $26,050 | — | $17,000 |